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2018-01-03 • 10 second read
There are some advisors whose business growth is tied primarily to the natural lift of the markets or another industry. They’re not doing anything special or even deliberate when it comes to business development. These are the same advisors who operate in isolation, end up in a vacuum and eventually plateau. Excerpt from The Advisor Playbook Learn more at
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2017-12-29 • 10 second read
Legendary personal and business development philosopher and speaker Jim Rohn often said the following: “The winds of opportunity blow the same for all of us. The difference that separates the best from the rest is how they set their sails. As a professional advisor, you invest a lot of time with your clients helping them face the future with confidence thanks to your investment planning process. Be sure that you have a plan, and that it’s leading you to your goals. Excerpt from The Advisor Playbook
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2017-12-28 • 10 second read
It’s easy to fall into a consistency trap where complacency seeps in. The Japanese have a word - Kaizen - which means ‘good change’. The business world has adopted and altered it slightly to mean continuous improvement, and Japanese business in particular sees it as a daily, ongoing process. Being consistent doesn’t mean that you shouldn’t be open to the refinement of your established procedures. We can always improve the things we do, and we have to do so in a balanced way. Excerpt from The Advisor Playbook
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2017-12-27 • 10 second read
There are plenty of difficult obstacles in your path. Don’t allow yourself to become one of them - Ralph Marsten
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2017-12-22 • 10 second read
Most professionals fixate on how many clients they can get, when the true goal is how many advocates they can get. That is where the value lies, especially over the long haul. Excerpt from The Advisor Playbook Join me at Mastermind to learn more:
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2017-12-21 • 10 second read
Refer-ability, too, is a by-product of your habits and rituals. The best hour you can spend every day is calling clients and strategic partners. You’re not calling to sell anything nor are you trying to be the bearer of any profound news. You are just staying in touch and top-of-mind. You are showing and not merely saying that you value the relationship. Learn more about Refer-ability:
2017-12-21 • 23 sec video
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2017-12-20 • 10 second read
As a professional productivity coach, I spend a lot of time with clients helping them understand the power of consistent and sequential implementation. When you try to develop a skill such as a second language or a sport, ongoing immersion and refinement over time (rather than a quick bombardment) leads to lasting results.
2017-12-19 • 23 sec video
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