A master is the art of living draws no sharp distinction between his work and play; his labor and his leisure; his mind and his body; his education and his recreation. He hardly knows which is which. He simply pursues his vision of excellence through whatever he is doing, and leave other to determine whether […]
As I have mentioned in the past you must communicate in bulk for education and handholding. Technology today makes this easy. I recommend Constant Contact as the best way to manage your client and prospect emails. The service tracks how many people open, click, and forward your email. This is important to make sure that you […]
Get Organized with One Sheet of Paper The Pocket RoadMap™ is a single sheet of paper folded into six small panels that puts you in control of your life and time. Download the PDF file and print the two pages back to back on one sheet of paper. Whether you are using GTD or ZTD […]
The team will only buy into a vision they create. If the boss does all the planning, they will have to do all the work. Ask the team to identify the three biggest changes that need to happen to make the team more successful. Say nothing and do not critique their choice. Then ask them […]
Imagine a Zero Inbox. Below are the steps to create one. 1. Open a new email. 2. Ask yourself, “What is it?” and “Is it actionable?” 3. If it’s NOT Actionable, then delete it, store it in a Reference email folder, or incubate it on Someday/Maybe if you think you’ll have action with it in […]
“The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and then starting on the first one.” Mark Twain quotes (American Humorist, Writer and Lecturer. 1835-1910) How often do you look back at the end of a day and realize though you […]
The following is a sample letter you can change to you own words and email to your clients. Include the full hyperlinks to the articles if you do not email. Add your clients first name for Client and your name for Advisor. We are lucky today to have two great resources from knowledgeable experts to […]
Below is an email from the Manager of Advisory Services of a corporate client, following the Attract Clients workshop we did last month. Lloyd, I just got off the phone with one of our Financial Advisors. He had a meeting with a $50 million prospect Friday. He used, as he called it, “the Lloyd approach” […]
Hire Based on Skills, Not Tasks Most businesses hire based on a person’s knowledge and experience in performing specific tasks. The problem is that we each have a very specific skill set. Some people are more analytical and others more creative, some relate better to people and others to paper, some like details and are […]
Remove What Does Not Work Peter Drucker encouraged businesses to examine all their systems, products, services, tools, and technology on a regular basis to make sure they continued to deliver. The business then improves or eliminates the ineffective item and replaces it with something that does meet or exceed expectation. A practice that is not […]
Recent Comments