AdvisorBlast Newsletters

Don’t Let Your Past Define Your Future

More than fourteen years of listening to inmates in Marin County Jail hadn’t prepared me for Jacob’s* story. As a jail chaplain I heard how the abuse began when Jacob …

Control What You Can

International political turmoil, out of control costs, no Olympic Village accommodation, and stark competition facilities: all challenges facing the Olympic athletes heading to Rio this August, right? Actually, these were just some of the conditions the athletes confronted at the first modern Olympic Games held in Athens, Greece, in April 1896. Yet, those first Olympians persevered in the face of adverse circumstances and started a legacy...

This One Degree Matters Most

Even deviating by a single degree can take you far off course in a journey, leaving you a huge distance from where you initially intended to end up. Circumnavigate the globe in a plane beginning at the equator and diverge by one degree and you’ll end up approximately 500 miles off course by the time you complete the trip.
What seemingly small, slightly off habits or approaches are part of your regular routine?

A Sure Way to Stay Top of Mind

Are you creating pictures people can easily remember you by? A picture is worth way more than a thousand words. When you link an idea, issue, or threat to a relevant familiar image, people remember you and your point much more easily than they would relying words alone. Here are some pictures you can paint for those you advise...

Don’t Change a Thing

What if you skipped making any New Year resolutions this year? You’d be in great company. Some of the world’s highest achievers woke up on January 1st with no New Year resolutions or plans for major changes in their life – and they’ll certainly make history this year as they intentionally do not change a single habit, pursue new ideas, nor chase any new trend. They don’t want to change anything; they’re determined to simply repeat what they were doing last year. Because it’s working for them.

Take It Easy

It’s time to start considering what you want to achieve and improve for the coming year and set your 2016 goals. This time, consider a gentler approach, which can be much more effective than the dramatic changes we often pursue.

The Key to Connecting with Prospects and Clients

Effective advisors are prepared to quickly connect with their prospects and clients and genuinely express interest and care. Recognize that this doesn’t come from off-the-cuff comments, and also realize preparing ahead doesn’t mean delivering canned lines. Do you have tried and true words to effectively draw your clients and prospects into meaningful conversations from the get-go?

An Easy Way to Put Clients at Ease

Most people don’t like change, and uncertain change in relation to their finances is particularly uncomfortable. On the other hand, when people know what to expect, they feel more comfortable because have a sense of control and familiarity.

It Ain’t Over Till It’s Over

Your meeting has been going well. You feel you’ve really connected with your prospect or client. The end is in sight, and you start anticipating how successfully your time with this person will finish. Confident that you know how the next steps will unfold, you start to relax and begin coasting to the finish line. This is where you move into the danger zone.

Where Will You Be 1 Year From Today?

This day next year, August 5, 2016, the 31st Olympic Games begin in Rio de Janeiro. Today, the countdown clock to that date took on a whole new meaning for the athletes who aim to be there, ready to compete. They have set their goals, and they are now prioritizing the activities they need to accomplish to ensure they are ready to perform at their peak. They are determined to earn the right to expect excellent results in Rio. Make this day special for yourself, too.