Leading Advisor Financial Advisor Coaching

Three Tips To Create A Stronger Working Relationship With Your Spouse

Three Tips To Create A Stronger Working Relationship With Your Spouse

Laura and I work with clients that often times work with their spouses.

Laura and I have toyed with the idea of creating a company called Working Couples-We Make Couples Work given that we are in a loving relationship and have been working all alongside of each other going into our 12th year.

Here are three tips that we share with our clients to help them create a stronger working relationship with their spouse:

Think back to when you first met your spouse and write down everything that you love / loved about them; characteristics, mannerisms, skills, talents etc. The next step is write down how this exercise makes you feel about them. Take this one step further and send your spouse a card with something like; I remember when we first met and these are all of the things that are attractive about you; ______, ______, ______ &

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NAIFA Washington DC & North Virginia 2015 Kickoff

NAIFA Washington DC & North Virginia 2015 Kickoff

Honoured To Speak At The January 15 NAIFA Washington DC & North Virginia 2015 Kickoff.

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17 Mistakes Consumers Make NAIFA Client Cast/Real Wealth Media Interview with James Silbernagel

17 Mistakes Consumers Make NAIFA Client Cast/Real Wealth Media Interview with James Silbernagel

Here is the Audio of my interview with James Silbernagel of NAIFA Client Cast / Real Wealth Media on the Top 17 Mistakes Consumers Make When Working With A Financial Advisor. You can read the article here;

The Top ­17 Mistakes Consumers Make When Working With A Financial Advisor

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Empty My Bucket List

Empty My Bucket List

Laura and I are just back online from a 16-day holiday staycation from email, social media and telephone calls, and we are rested, relaxed and recharged to begin 2015.

Over the years I’ve heard friends talk about their Bucket List and while the idea of a Bucket List is of interest, I’ve had so much on my plate I still won’t allow myself to engage in the idea of a Bucket List.

To me, our Values, Vision, Mission and Purpose are far more important than a Bucket List.

Our Values

Attraction, Currency/Energy, Encouragement, Partnering/People, Professionalism/Quality/Service, Sense/Wisdom, Teaching Understanding/Empathy and Venture

Our Vision

Our vision is to help our clients and their teams to feel fulfilled through the development, realization and enactment of their values, vision, mission and purpose. We define fulfillment as a deep, soul-orientated feeling that one experiences when they are expressing their values, and being themselves.

Our Mission

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May You Meet And Exceed Your Goals For 2015 Using This Time Management Plan Example

May You Meet And Exceed Your Goals For 2015 Using This Time Management Plan Example

It’s Monday, December 15th and this is my last non-coaching day of our working year in advance of coaching days Tuesday, December 16th to Friday, December 19th.

Laura and I are taking from December 20th – January 5th off for a well-deserved rest to maintain our peace of mind and to celebrate Christmas & New Years with family and friends.

We are completing the most successful year that Leading Advisor has had to date heading into the New Year with the strongest start that we have ever had.

To sustain our success in 2015, here is a picture of our 2015 Time Management Plan that includes;

Off Days ( holidays, weekends) Non-coaching Days Coaching Days Writing Days Travel Days Speaking Days

Thank you to our clients, family, friends and team for their continued support to help us express our Values, Vision, Mission and Purpose.

May you meet and exceed your

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December 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 2

Read the latest Leading Advisor E-Newsletter

The Psychology of the Client Interview Part 2

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The Inspirational Tipping Point TEDx Talk Video With Sketchnotes

The Inspirational Tipping Point TEDx Talk Video With Sketchnotes

We have just completed an edit of the TEDx Talk that I did back in April of 2013 shortening the video to 10 minutes and we have added Sketchnotes for further clarification.

 

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