When you think about changes in the economy, election, regulation, are you strengthening your need for control and security?[Continue Reading ... ]
Eliminate the stuff that you’re doing over and over again expecting a different result preventing you from moving forward.[Continue Reading ... ]
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.[Continue Reading ... ]
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.
Success is not an event; it is a habit!, a TED Type Talk for a NAIFA State Presentation shared by Dave Beaty.[Continue Reading ... ]
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.[Continue Reading ... ]
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.[Continue Reading ... ]