Tag: perspective

If The Shoe Fits, Enjoy It (Distraction-Proof Advisor Idea Video #287)

If you want to grow an increasingly successful advisory business, don't assume moving from a broker-dealer model to an RIA model is a forgone conclusion.

Go Ahead and Love on Your Small Clients (Distraction-Proof Advisor Idea Video #286)

A bigger business isn't always a better business, especially if you like working with smaller clients.

Giant Success Starts With Small Steps Like These (Distraction-Proof Advisor Idea Video #285)

When we see the constant parade of other people's success on social media, it can make us feel like it's taking forever to make progress toward the success we want. Yet, one of the best ways to foster success is...

Easy Low-Cost, High-Yield Returns (Distraction-Proof Advisor Idea Video #282)

When you're talking with people about what their future could look like, bring some excitement to the conversation and genuine enthusiasm about how you can help them get there.

Don’t Do This, Especially in the Dark (Distraction-Proof Advisor Idea Video #279)

The middle of the night, when you're lying in the dark, is the worst time to worry. Do this instead.

Watch Your MO (Distraction-Proof Advisor Idea Video #261)

Don't automatically assume people are acting with malicious intent or out of ignorance...

David and Goliath, Part 2 (Distraction-Proof Advisor Idea Video #195)

No matter how strong your team is, you still have to take care of the details.

The Value of Bad Days (Distraction-Proof Advisor Idea Video #194)

Don't be too quick to forget your bad days...

Who’s Changed Your Life? (Distraction-Proof Advisor Idea Video #187)

This time of uncertainty and tension is perfect for starting the healthy habit of expressing gratitude for people who have made a positive impact in your life.

Empathy, Inmates & Pinball (Distraction-Proof Advisor Idea Video #182)

All the recent angst-producing news and market volatility understandably have a lot of clients spooked. Part of your job is to compassionately listen and provide them some perspective and calm.