Daily Practice

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Expecting Success Has a Cost (Distraction-Proof Advisor Idea Video #254)

While success is never guaranteed, you can earn the right to expect it if you do the work required.

Currently Leading the Olympic-Medal Count: Distractions (Distraction-Proof Advisor Idea Video #253)

Even before the Olympics have officially opened, distractions have already claimed many dreams.

Baby Steps Will Get You There Fastest (Distraction-Proof Advisor Idea Video #249)

Stop looking at other's outstanding results and getting frustrated because you don't have the same success the first time you start imitating what they're doing.

Intentions Are Pointless (Distraction-Proof Advisor Idea Video #248)

Great intentions are a super place to start, but if you don't take action, intentions alone won't move you toward what you want. Worse, they will continually frustrate you.

Doing More Won’t Hasten Success (Distraction-Proof Advisor Idea Video #247)

Success isn't about doing more of what you do, it's about being more effective in what you do.

Habit Trumps Passion (Distraction-Proof Advisor Idea Video #244)

Most people think the secret to success is passion. They're wrong. Use the real "secret" to maximize your interactions with clients.

Make Every Meeting Count – They Do Anyway (Distraction-Proof Advisor Idea Video #242)

It's easy to get lazy regarding prospect meetings; after all, if the people you're meeting with this week don't come on board, you'll have more opportunities to land new, ideal clients next week. Instead...

Stop Flirting with Procrastination’s Mom! (Distraction-Proof Advisor Idea Video #235)

Waiting until it’s perfect can actually be code for simple procrastination. Stop waiting!

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.