Goal Setting

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.

Succeed Sooner With This One Thing (Distraction-Proof Advisor Idea Video #271)

Having a clear picture of what you want success to look like is a crucial first step to getting there.

Get Hands-On Help To Plan for 2022 Success (Distraction-Proof Advisor Idea Video #270)

Now is the time to plan for your success in 2022. Register for this free webinar.

Got Inspiration? Watch The Last Gold (Distraction-Proof Advisor Idea Video #260)

Get a dose of inspiration to keep you focused as we head into the last quarter of the year.

Follow Your Own Advice (Distraction-Proof Advisor Idea Video #258)

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?

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.