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 new half-day workshop titled, What To Do Now is helping financial advisors during these difficult times. Many are replacing lost assets in a matter of weeks that were lost in the last quarter. The opportunity to grow your business is outstanding, see what others are saying.
I finally had the opportunity to use an Amazon Kindle and fell in love with this technology. What a great way to read a book or newspaper. I enjoyed the PC Tablet when it first came out because of its ease of use and comfort in reading. This is even better. If you are in […]
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 […]
The following is an excerpt from the new Second Edition of Attract Clients that will be available soon. There are times when the biggest difficulty you face in business is getting clients to commit their funds to an investment choice. Perhaps they agree with the concept of fee-based assets and even go so far as […]
Humans are idea creators. We are constantly thinking up new ways to do things. Sometimes this can be distracting. [David Seah](http://davidseah.com/) describes the problem this way. >I’m sometimes distracted by too many project ideas. When the ideas pile up, my productivity sinks because I keep thinking about them, and multitasking slows me down. To keep […]
They are a community of people who see the value of paper as a medium for planning, productivity, creative expression, and exploring ideas. They encourage visitors to share advice and inspiration, and they love to see submissions for templates, kit images and story articles. They are also the official home of the free D*I*Y Planner […]
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