Tag: routine

Two More Communication Crutches To Avoid (Distraction-Proof Advisor Idea Video #348)

Here are two more communication habits which weaken your words. Stop using them to become a better communicator whose words hit the mark.

Olympic Lesson: Take Care of Little Steps for Big Results (Distraction-Proof Advisor Idea Video #344)

Get specific about using your time intentionally.

Olympic Lesson: Leave Nothing to Chance (Distraction-Proof Advisor Idea Video #343)

There's no greater feeling than knowing you've taken care of all the vital details. Just like the successful athlete, the successful advisor is prepared.

Useful Analogies Provide Clarity (Distraction-Proof Advisor Idea Video #333)

Analogies make what we're trying to say so much clearer. Here are some helpful ones...

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

Crush Your Own Stack of Books (Distraction-Proof Advisor Idea Video #293)

You feel like you should read more. You want to read more. But who has the time?

Follow Successful Olympians’ Lead (Distraction-Proof Advisor Idea Video #255)

Consistently successful people all have one thing in common. Take a leaf out of successful people's playbook...

Stop Flirting with Procrastination’s Mom! (Distraction-Proof Advisor Idea Video #235)

Waiting until it’s perfect can actually be code for simple procrastination. Stop waiting!

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

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.