Tag: financial advisor

Keep Your Emails Read & Relevant (Distraction-Proof Advisor Idea Video #2)

We're all overwhelmed with email these days. How do you keep your emails to your clients opened, read, and relevant? Watch now...

Referral Requests That Really Work (Distraction-Proof Advisor Idea Video #1)

Ask clients for referrals to their friends and family in a way that is easy, repeatable, and most important, leaves them feeling grateful rather than awkward or annoyed. Watch now...

Turning Passion into Performance – 2016 Olympic Video Series, Episode 8

Where do you want to be in 4 years? A lot of athletes now want to be at the 2020 Tokyo Olympics. Make sure this simple mistake that holds back so many athletes from their Olympic aspirations doesn't stop you from realizing your dreams.

The Habits Behind the Highlights – 2016 Olympic Video Series, Episode 7

We all love to watch the Olympic highlight reels, showcasing the peak of human physical performance. But only focusing on the highlights can cause us to lose sight of the less glamorous, mundane, daily training it takes for the athletes to achieve those highlights and the daily habits we advisors need to develop to enjoy our own career highlights.

Why Rest – 2016 Olympic Video Series, Episode 6

There's no doubt Olympic champions have rigorous schedules and work hard. But they also highly value rest. What priority does rest have in your schedule? Watch today's video to learn why rest is vital to your peak performance.

Be Calm & Confident Under Pressure – 2016 Olympic Video Series, Episode 5

Follow the example of Olympic champions to be great at what you do every day. Like we saw Usain Bolt do, remain calm, collected and confident, even when the pressure's on. Watch today's video to find out how champions prepare so they can relax and shine in their biggest moments.

Responding to Adversity – 2016 Olympic Video Series, Episode 4

Things don't always go your way. Disappointments may come out of the blue, but they happen. What matters is how you respond. Watch today's video to find out how the world's best athletes respond, so you can take a page from their book...

The Secret to Being Faster, Higher, Stronger – Better! – 2016 Olympic Video Series, Episode 3

Citius. Altius. Fortius. The Olympic motto says what the Games are all about. But how do the athletes keep getting faster, higher, and stronger? World records keep getting broken. What secret do the athletes have and how can you use it to become a better advisor? Watch today's video post to find out...