Leading Advisor Financial Advisor Coaching

In Order to Add Value, Be of Value

In Order to Add Value, Be of Value

It is essential for you to implement your off time, planning time and work time. This will help you to block out time to identify what systems “are working”, what systems are working that need to be tweaked and what systems need to be implemented. Prioritize 1 or 2 systems and then focus on these with the team.

What would get in the way of this?

In order to reach your goals, you say all you need to do is schedule the time.

But time doesn’t exist, there is only the present.

What is the goal in present time?

To express your values of faith, peace and presence.

This is a decision.

Without the decision, your outcome will be predetermined after and your outcome will make no sense until it has already happened. All coming from the place that there isn’t enough, you are not doing enough, you

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MDRT – The Inspirational Tipping Point Presentation – Part 5 of 5 – Balance Plan Reward Scorecard

MDRT - The Inspirational Tipping Point Presentation - Part 5 of 5 - Balance Plan Reward Scorecard

Welcome to Part 5 of 5 of my MDRT – The Inspirational Tipping Point Presentation. This is the submission that I provided to qualify to speak at the MDRT.

Balance Plan Reward Scorecard – Handout

So how do you understand what is preventing you from creating a bigger Values-based vision, leadership, time management and delegation and increasing your production?

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MDRT – The Inspirational Tipping Point Presentation Part 4 of 5 – Understand Your Values

MDRT - The Inspirational Tipping Point Presentation Part 4 of 5 - Understand Your Values

Welcome to Part 4 of 5 of my MDRT – The Inspirational Tipping Point Presentation. This is the submission that I provided to qualify to speak at the MDRT.

It is absolutely essential that you understand your Values so you can stay inspired because the success you’re trying to achieve will be unsustainable. This also ties into the laws of attraction. The laws of attraction are absolute. I’ve already explained it, I’ll just review it again. In fact this is actually the missing link as to Why the law of attraction is not working for some people. Simply put the law of attraction is, know your Values. They will help you to generate Positive Beliefs and Positive Feelings but the fly in the ointment is the Unmet Need.

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MDRT – The Inspirational Tipping Point Presentation – Part 3 of 5 – Unmet Needs, Negative Emotions and Negative Beliefs

MDRT - The Inspirational Tipping Point Presentation - Part 3 of 5 - Unmet Needs, Negative Emotions and Negative Beliefs

Welcome to Part 3 of 5 of my MDRT – The Inspirational Tipping Point Presentation. This is the submission that I provided to qualify to speak at the MDRT.

Let me ask you, what story are you addicted to that is fueled by Unmet Needs, Negative Emotions and Negative Beliefs?

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MDRT – The Inspirational Tipping Point Presentation Part 2 of 5 – Success has everything to do with Why

MDRT - The Inspirational Tipping Point Presentation Part 2 of 5 - Success has everything to do with Why

Welcome to Part 2 of 5 of my MDRT – The Inspirational Tipping Point Presentation. This is the submission that I provided to qualify to speak at the MDRT.

Success isn’t about How and What to do, because if it were true everyone in this room would be 100% successful because you can get the How and What to do in relationship to vision, planning, time management, teambuilding, marketing and sales, for free on the Internet.

Success has everything to do with Why.

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MDRT – The Inspirational Tipping Point Presentation Part 1 of 5 – First Seek to Understand

MDRT - The Inspirational Tipping Point Presentation Part 1 of 5 - First Seek to Understand

Welcome to Part 1 of 5 of my MDRT – The Inspirational Tipping Point Presentation. This is the submission that I provided to qualify to speak at the MDRT.

Welcome to The Inspirational Tipping Point Presentation. It is an honor to speak at the Million Dollar Round Table.

First seek to understand. When there is judgement there can be no understanding. When there is defense there can be no understanding. When there is doubt there can be no understanding. When there is fear there can be no understanding.

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How Do You Ask For An Introduction Or Referral?

How Do You Ask For An Introduction Or Referral?

Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel, managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

Before we begin, here are a few pictures of friends and highlights from the MDRT.

 

How Do You Ask For An Introduction Or Referral??

Here’s how I recommend my financial service professional clients ask for a referral.

In advance, I recommend the financial service professional client review their client’s file to benchmark the length of time they have been working with their client, the highlights, and

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