Financial Advisor Blog

Do you have the following 8 Conditions to enter and stay in Flow? Awareness  Goals are both challenging and rewarding Healthy balance between easiness and challenge Action oriented and requires undivided attention  Strong concentration and focus involved  Strong learning curve Immediate feedback involved Focus intently and lose track of any sense of time Is your

Branding Commission/Fee For Service Compliance and Licensing Marketing and Sales Office Environment Products and Services Technology and Equipment Team/Succession Planning Vision and Business Plan What is Flow? “When we are deeply involved in trying to reach a goal or an activity that is challenging but well suited to our skills, we experience a joyful state

“The Only Constant in Life Is Change” – Heraclitus.  How many financial advisors need help with practice building and management change related to the following? Writing a business plan? Documenting processes and systems? Managing time? Delegating? Writing a unique value proposition? Focusing on a niche market? Why are so many financial advisors stuck and need

Do Financial Advisors; Create more life or reduce it? Heal the future or steal the future? Enhance human well-being or diminish it?  Create livelihoods or eliminate them? Serve human needs or manufacture human wants? Reduce poverty or expand? Provide their clients and prospects with dignity or demean them? The answers to the above seven questions

Since 2020, everything has been changing everywhere all at once, contributing to psychological debt without understanding a Regressive vs. Regenerative Mindset and a Fixed vs. Growth Mindset. Change is situational. Transition is psychological. Psychological debt will disrupt your business if the psychological debt is not understood and dissolved. Covid, Wars, Supply Chains, Inflation, Markets, Interest