Time Management

Olympic Lesson: Take Care of Little Steps for Big Results (Distraction-Proof Advisor Idea Video #344)

Get specific about using your time intentionally.

Finish Like This (Distraction-Proof Advisor Idea Video #312)

Be intentional about finishing off this year strongly.

Put Your Own Oxygen Mask On First (Distraction-Proof Advisor Idea Video #298)

Your clients need you to be at your best, especially now. Prioritize the rest you need to so you're equipped...

Say This Not That To Follow Up Effectively (Distraction-Proof Advisor Idea Video #295)

After you've met with prospects, are you still calling "just to follow up"? Stop!

Let Prospects’ Purpose Set Your Pace (Distraction-Proof Advisor Idea Video #294)

Initial meetings with prospects need to have a different pace depending on whether they are likely ideal potential clients or simply tire kickers.

Take Control of Your Morning (Distraction-Proof Advisor Idea Video #272)

Make the most of the very start of your day to set yourself up for a productive, successful day.

Don’t Give This Away – Part I (Distraction-Proof Advisor Idea Video #256)

If you're not charging people for financial plans, you're actually doing them a disservice.

Follow Successful Olympians’ Lead (Distraction-Proof Advisor Idea Video #255)

Consistently successful people all have one thing in common. Take a leaf out of successful people's playbook...

Getting Above the Noise (from Down Under) (Distraction-Proof Advisor Idea Video #232)

Achieving long-term goals requires getting above your daily swirl.

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.