Goal Setting

Compassion But Not Capitulation (Distraction-Proof Advisor Idea Video #325)

Advisors often have big hearts and want to accommodate everyone. But that can be a problem.

Small Steps for Big Success (Distraction-Proof Advisor Idea Video #324)

Taking small, sometimes even seemingly inconsequential steps consistently is the key to making miles of progress. What does this look like for you, as an advisor?

Where To Spend Your Time and Money (Distraction-Proof Advisor Idea Video #322)

What's more important, spending your money and time on credentials or marketing?

Don’t Wait (Distraction-Proof Advisor Idea Video #316)

You need a big vision for your business. And just thinking about it isn't enough; you need a plan.

Start the New Year Right Part 1 of 4 (Distraction-Proof Advisor Idea Video #307)

No matter your business' size or stage, this process is key to successfully achieving what you want this year.

Use The Power of Reflection (Distraction-Proof Advisor Idea Video #299)

Use this often-overlooked habit of world-class athletes to get more out of Q3 and set yourself up to be a world-class advisor.

Crush Your Own Stack of Books (Distraction-Proof Advisor Idea Video #293)

You feel like you should read more. You want to read more. But who has the time?

If The Shoe Fits, Enjoy It (Distraction-Proof Advisor Idea Video #287)

If you want to grow an increasingly successful advisory business, don't assume moving from a broker-dealer model to an RIA model is a forgone conclusion.

Go Ahead and Love on Your Small Clients (Distraction-Proof Advisor Idea Video #286)

A bigger business isn't always a better business, especially if you like working with smaller clients.

Actions Beat Intentions Every Time (Distraction-Proof Advisor Idea Video #275)

You won't profit from good ideas simply by hearing them or even thinking about them. You have to take intentional action to implement them.