Daily Practice

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.

50 Shades of Green – Better 2021 Planning Part 3 (Distraction-Proof Advisor Idea Video #221)

Developing a picture isn't an optional part of goal setting; in fact, it's simply too important to skip.

Backdoors Are For Wimps (Distraction-Proof Advisor Idea Video #217)

When setting objectives for next year, don't wimp out by making excuses before you even begin working towards your goals.

Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213)

Succeeding sooner requires you to be both ruthlessly clinical AND wonderfully relational.

Charlie Munger, Weeding, & Model Portfolios (Distraction-Proof Advisor Idea Video #206)

Charlie Munger, weeding and model portfolios hold the keys to building the advisory business you've always dreamed of.

Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)

Telling clients you'll be available anytime they need you is asking for trouble.