Tag: get stuff done

Got Goals? Here’s How – Part 3 (Distraction-Proof Advisor Idea Video #227)

You have your big-picture objectives and you've gotten specific. Now we're looking at a vital step to keep you on track.

Got Goals? Here’s How – Part 2 (Distraction-Proof Advisor Idea Video #226)

You've got your big ideas of what you want your life to look like. Now make those long-term goals relatable in your day-to-day.

Got Goals? Here’s How – Part 1 (Distraction-Proof Advisor Idea Video #225)

You know you need to set your New Year goals, but you're still feeling burned out from 2020. How do you move forward?

Tell People What to Do (Distraction-Proof Advisor Idea Video #216)

Giving prospects a range of potential next steps may showcase your depth of expertise, but what both they and you need most is for you to tell them what to do.

No Client Loves This, But Do It Anyway (Distraction-Proof Advisor Idea Video #208)

How do you smoothly transition existing clients to another advisor?

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.

Your Goal-Achieving Superpower (Distraction-Proof Advisor Idea Video #193)

A lot of people think that's the key to achieving their goals, but it's only the start. Your real goal-achieving superpower is...

My Costly Mistake (Distraction-Proof Advisor Idea Video #190)

Seemingly logical and sensible ideas can be our most dangerous distractions.

Succeed Sooner by Attempting Less (Distraction-Proof Advisor Idea Video #189)

To make real progress in your business, start doing less.

Set Yourself Up For No Regrets (Distraction-Proof Advisor Idea Video #171)

Rather living in regret about things undone, look back and identify what you want to change and achieve going forward.