From Passion to Peak Performance
4 Steps to Be a Distraction-Proof Advisor
A lurching market, email overload, or even self-doubt about finding ideal clients—these are just a few of the many distractions that can rob you of your valuable time, energy, and emotion. Distractions are costly and make it challenging to focus on what matters most—growing relationships that grow assets.
Paul is a financial advisor himself, and so he “gets it.” In this presentation based on key points from his book The Distraction-Proof Advisor and drawing from his Olympic medal-winning experiences, Paul equips advisors with mindsets, actions, and words that work.
Advisors come away with practical and actionable ideas to identify key priorities and determine next steps, so they can get on track to actually having the businesses they once dreamed about.