Success is a Two-Way Street


A Formula for Helping Millennial Advisors Succeed Much has been written about the aging financial advisor population and the industry’s inability to attract Millennial advisors to back-fill those departing advisors. According to a 2014 Cerulli study, approximately 33 percent of today’s 300,000 advisors will be retiring by 2024. Despite the fact that the average advisor is currently in his mid-50’s, only 29 percent have a “succession plan,” according to Moss Adams. Whatever the reasons why they don’t, one thing is clear: they are not practicing what they preach. They spend countless hours counseling clients about the need for long-term planning, yet…they [...]

Success is a Two-Way Street2017-11-21T12:55:42-08:00

Investing in The Future You


About 25 years ago, you might have been preparing to graduate from college and beginning your new professional career. Do you remember what your dreams were or how little you really knew about life and business? The one thing you probably didn’t consider was a hiring manager viewing you as a non-performing asset or as some say, “an expense to their P&L”. By some miracle, you landed that first job and under your mentor’s tutelage, learned the business and are now enjoying the dividends of your hard work. Congratulations, but what’s next? As you begin to turn your attention to the [...]

Investing in The Future You2017-11-21T12:55:42-08:00

Advice For The Graduating Millennial – By A Millennial


My Advice for Graduating Millennials Written by Savannah Marie, Community Blogger | May 9, 2014 8:50 AM imgComments : 0 It’s around this time of year that I turn into a sentimental fool over being a college graduate. After all, last year during this time I was listening to the Dalai Lama speak words of wisdom to my graduating class at the superdome in New Orleans. It was one of the most profound and surreal moments of my life. Truly nothing compares to a Mardi Gras-style graduation complete with beads, umbrellas, and fireworks. Dr. John and Allen Toussiant, two Grammy Award-winning [...]

Advice For The Graduating Millennial – By A Millennial2015-03-11T05:46:43-07:00

Why Are You Running?


"What's the use of running if your're not on the right road?" German Proverb And that German proverb reveals the flaw in the life of the overly "busy" person. This kind of overly-busy life usually comes from an obsession with pleasing everyone all the time. Everyone except yourself. Its starts with childhood. We learn to please everyone and be "good." Not productive, but "good." Not creative or adventurous but "good." "You were good today." Did that mean that I performed at a high level? No it means I was a passive entity. A sheep. Its time to be a wolf!

Why Are You Running?2017-11-21T12:55:43-08:00

How To Avoid Stress


Dr. Herbert L. Hyman was a wonderful man who I had the pleasure to know. He did speeches for the medical profession up until he was 90 years old. He gave me his tips on healthy and happy living. I thought this morning I would share with you those precious thoughts of his. 1) Don't be a superman or a wonder woman. 2) Enjoy being alone. 3) Have friends (someone to talk to and someone to tell you "as it is"). 4) Stop hurrying. 5) Enjoy standing in line. 6) Learn how to delegate. 7) Learn how to listen. 8) Learn [...]

How To Avoid Stress2015-02-10T07:23:00-08:00

Tis’ The Season To Recover From Overwhelm


So you are trying to finish finals. Perhaps you have to finish finals, you are graduating and then trying to seek employment. Then you have the Holidays mixed in. Just writing this makes me anxious and has me feeling overwhelmed. So what is one to do? Your problem is not that you are overwhelmed. Your problem is an attachment to the story of overwhelm. Truthfully, are you overwhelmed? Or do you just feel that way? Let us really look at your last 5 days or perhaps the last week. Let's just isolate one of those hours. Let's take a look at [...]

Tis’ The Season To Recover From Overwhelm2014-12-10T07:15:11-08:00

You can Do This!


Many people never allow themselves the joy of succeeding at what they do. They get so tangled up in fears, complaints and resentments that they don't see how clear a shot they really have at being extremely successful. Don't let this happen to you. Realize this: you can serve and help many more people if you are successful than if you are not. The great and successful novelist W. Somerset Maugham had it right when he said, "The common idea that success spoils people by making them vain, egotistic and self-complacent is erroneous; on the contrary, it makes them, for the [...]

You can Do This!2017-11-21T12:55:46-08:00

The Gift of Struggle


The Gift of Struggle - I read this and realized that we can all relate to the hardships and benefits of the struggles that we have all been through. There are some valuable lessons to be learned in this blog. Enjoy the read and never, ever give up!!! by Dave Arnold The Gift of Struggle “Hardships often prepare ordinary people for an extraordinary destiny.” – C.S. Lewis When I was in second grade I struggled to keep up with the other kids in school. My teacher tried to help me but had too much on her plate. So she called my [...]

The Gift of Struggle2017-11-21T12:55:47-08:00

The Difference Between Success And Failure


I have seen many people fail with good intentions. These were great, highly educated people. They wanted to be successful but something got in the way of their goal. That something is a word called "should." They all thought a lot about what they "should" have been doing to improve their chances for success. While they thought about what they should have been doing, they just perceived that they were just too busy to do those things. They were then consumed on their troubles versus their goals. Successful people (Warriors) focus on the next quantum leap of success. You all know [...]

The Difference Between Success And Failure2014-09-22T07:44:36-07:00

Information Anonymous


We live in an embarrassment of information. We are connected to everything. No time to unplug. It's all here. A few keystrokes away. And, the only downside is its intoxication. We all can become drunk on all of the options. Facebook, Twitter, games, blogs, videos, social media; there is no end to where we can go. Two hours later we step back from the screen and wonder where the time went. Sure, we took a lot in, but what went out? What did we produce? That is when its time to take your sword out and carve out the clutter. To [...]

Information Anonymous2017-11-21T12:55:49-08:00
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