Goal Setting

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.

To Succeed Sooner, Find a Mentor – Part 2: Your Personal Board of Directors (Distraction-Proof Advisor Idea Video #246)

One of the best ways to save time and money and to succeed even sooner is to develop your own Board of Directors.

To Succeed Sooner, Find a Mentor – Part 1 (Distraction-Proof Advisor Idea Video #245)

The fastest way to achieve success is to get someone to help you. But how do you do that?

More Isn’t Always Better (Distraction-Proof Advisor Idea Video #240)

If you have all the business you can handle, taking on more clients risks everyone being unhappy.

Tools to Maximize Q2 Results (Distraction-Proof Advisor Idea Video #237)

Q1 is done. Do you know what your Q2 results will look like? You will if you use these tools.