Leading Advisor Financial Advisor Coaching

Economy, Election, Regulation – The Only Thing That Is Guaranteed Is Change

Economy, Election, Regulation – The Only Thing That Is Guaranteed Is Change

When you think about changes in the economy, election, regulation, are you strengthening your need for control and security?

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Eliminate the Stuff

Eliminate the Stuff

Eliminate the stuff that you’re doing over and over again expecting a different result preventing you from moving forward.

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Free, Buffer & Focus Days Revisited

Free, Buffer & Focus Days Revisited

I recently read The One Thing by Gary W. Keller and Jay Papasan. Here is how I’ve approached buffer days in the past and what I learned and what I’m going to implement from The One Thing.

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What is Your Job as an Advisor?

What is Your Job as an Advisor?

What is your job as an advisor? Your job is to be able to help them to grow their assets, protect their assets, and
leave a lifelong legacy.

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Success Is Not An Event; It Is A Habit! By Dave Beaty

Success Is Not An Event; It Is A Habit! By Dave Beaty

Success is not an event; it is a habit!, a TED Type Talk for a NAIFA State Presentation shared by Dave Beaty.

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A Scientific Approach to Your Values

A Scientific Approach to Your Values

I want to give you a scientific approach to your values. These are the strongest Values Scores that I’ve observed of the strongest advisors in the business over the last 20 years.

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Script to Transition Clients to a Fee for Service Relationship

Script to Transition Clients to a Fee for Service Relationship

Changes are happening in The Financial Services Profession. Here is a script that you can use to make a fee based transition for some clients.

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