Tag: gain control

Don’t Swim in Dangerous Waters (Distraction-Proof Advisor Idea Video #209)

When prospects start trying to dictate how they want their relationship with you to operate, beware! You could easily get in over your head and find yourself treading water, or worse, drowning.

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.

Small Clients Want Big Attention? (Distraction-Proof Advisor Idea Video #201)

What do you do when the help your client needs isn't very profitable for you?

Map Out Your To-Do List (Distraction-Proof Advisor Idea Video #158)

A better way to wrangle your to-do list.

Does Your Number Measure Up? (Distraction-Proof Advisor Idea Video #67)

How many meetings did you have this year? Is that OK for next year?

Your Choice: Determined or Disappointed? (Distraction-Proof Advisor Idea Video #62)

Do you want to be determined and focused today or disappointed and frustrated down the track?

Fire Clients When They Do This (Distraction-Proof Advisor Idea Video #61)

AUM is no excuse for bad behavior.

Bad News/Great News (Distraction-Proof Advisor Idea Video #36)

Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?

Ignorance is Bliss…and Highly Productive (Distraction-Proof Advisor Idea Video #35)

Don't let information overload hijack your business.