To this end, as a first step towards a 2013 business plan, time management, delegation etc., please find the following link to:
- Point Click Plan-the fastest way to create your 2013 business plan – www.leadingadvisor.com/pointclickplan
Please find the following links to understand why financial advisors are not taking action:
- The Values Discovery Process – www.leadingadvisor.com/valuesdiscoveryprocess
- Video – You Know You Know But You Don’t Think You Know – www.leadingadvisor.com/you-know-you-know-you-but-dont-think-you-know
- Video – The Struggling Financial Advisor – www.leadingadvisor.com/the-struggling-financial-advisor
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You