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2018-01-12 • 20 second read
Clarify your goals on paper. Use the W-5 Process. You can’t just randomly or haphazardly approach the future; you must design it. You’ve heard about the fool who goes hunting with a crossbow and fires an arrow into the forest, saying to himself, “Boy, I sure hope something runs into that.” Later, he finds the arrow lodged into a tree and draws a bull’s eye around it. Don’t leave your future to chance. Excerpt from The Advisor Playbook
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2018-01-10 • 10 second read
Many people still think of professional advisors as salespeople on commission. Your actions on a daily basis will either validate that or prove them wrong. This is why I spend a lot of time deprogramming our advisor clients and replacing their sales approach with a consultative approach. That shift allows them to implement a service model that ensures their clients focus on what the advisor is worth, rather than what he or she costs. Excerpt from The Advisor Playbook To learn more about our consultative approach, copy and paste the following link into your browsers address bar:
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2018-01-09 • 20 second read
If you travel around the world, you don’t have to go too far to realize that most of the people on the planet would kill for your worst day. Because you aspire to achieve things through integrity-centered actions, you accomplish goals through the service of others rather than at the expense of others. So keep on dreaming big dreams but, in the meantime, be happy with what you’ve already accomplished while you aspire to fill in the boxes that have yet to be checked. Excerpt from The Advisor Playbook
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2018-01-08 • 20 second read
Ambition gets a bad rap at times, and it shouldn’t. The foundation of pure ambition is rooted in absolute gratitude. Putting some proportion to your existing success and the concept of your vision for the future must be balanced by humility and appreciation for your accomplishments, both in your nature and in what you’ve nurtured. Excerpt from The Advisor Playbook
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2018-01-05 • 10 second read
Personal accomplishment is a direction, not a destination. It’s never a bad idea while charting a route and following the trail to our goals to adopt an “in the meantime” mindset. While I pursue what I want, I’m going to pay tribute to what I have, and enjoy all the beauty that surrounds me - which could be missed if my focused goal-attainment blinders are on. Excerpt from The Advisor Playbook Learn more at
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2018-01-04 • 10 second read
A gem cannot be polished without friction, nor a man perfected without trials - Seneca
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