The window of time left is small, but the opportunity is great. In the next four weeks you can make a significant difference in the lives of others. And as they see in your actions your desire to help them achieve their dreams you can replace the lost assets that the market has temporarily taken […]
The window of time left this year is small, but the opportunity is great. In the next four weeks you can make a significant difference in the lives of others. And as they see in your actions your desire to help them achieve their dreams you can replace the lost assets that the market has […]
With the markets in turmoil and your clients worried, what do you tell them and what is your most important next actions. This podcast will help you focus your attention on what to do now in you practice. The notes for this Podcast are here.
The RoadMap for Change™ is a simple, effective planning tool that can transform your practice. A new 11 minute Quicktime movie illustrates how to use this tool. It is available on the Downloads page or from the links below. RoadMap for Change™ - Video Training High Speed Connection This is a Quicktime movie about how […]
Personal Productivity - Part Four Whenever you lose clarity about what to do next, or your mind feels like it is wading through mud, try this simple five step process.
Personal Productivity - Part Three The brain is a poor storage device, but is great at data processing, problem solving, and creative innovation.
Personal Productivity - Part 2 Before attempting to think about the future of your business, it is often necessary to clean up all the clutter collected from the past. In this podcast we discuss a simple method to eliminate all the mess.
Personal Productivity - Part 1 Too often we sit with a pen and paper and just start planning our life from the top-down. Months later, we wonder why we are unable to maintain all the grand plans we made earlier. The enthusiasm and energy, that sustained us during our planning time, see
Everyone wants to retire, even small account clients. The problem is that, too often, no process is put in place to make a small account grow into a larger account. Financial advisors must help their clients understand what it takes to achieve established goals. Everyone dreams about the future that can be accomplished. A client […]
Scheduling appointments is a business necessity. It is the energy by which a business moves forward, yet this laborious activity is often avoided. Whether you do the scheduling yourself, or delegate it to an assistant, the activity is not enjoyable. Therefore the task is often delayed and business productivity suffers. Would you like a process […]