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

Stop Lying To Yourself


People tell me all the time that they want to do this or they want to do that. But, then they say, "I don't know how to.....?" Whatever. And why would I want to help a liar like that? What a false approach to life. A toxic mind of self-deceiving. If you want to be a teacher, teach. If you want to be a Financial Advisor then Advise. If you want some money, go ASK for it and serve someone. Notice the common thread here. And I repeat this quote again by Aristotle: "Whatever we learn to do, we learn be [...]

Stop Lying To Yourself2015-04-10T07:19:46-07:00

Life And Success Is About The Little Things


The little things are usually the most boring things. How does a warrior handle the boring things in life that typically fill up one's day? Like writing checks, doing laundry, buying groceries or cleaning the house? Well, a warrior does all of these small things with great effectiveness. They do it with a sense of humor, inventiveness and humor. They sing when they do dishes. They slow down and enjoy everything. If I continuously activate the "boring" category in my head it is going to be a long day. I'll drag myself around wondering how I can get it all done. [...]

Life And Success Is About The Little Things2015-04-09T06:52:46-07:00

A Few Pearls Of Wisdom To Live By


* Happy people are a bigger help to others than worried people. * An overly empathetic person creates a poor relationship with time and energy. A warrior of time does not ask, "How do I feel?" but rather "How can I help?" * One hour of planning saves three days of confusion! * Procrastinators are very worried about things. Soon they don't have much of a mind left. Because their mind has been eaten up by parasites called unfinished business. The final step in solving problems is to make certain you complete what you have started. * Goethe once said, "Live [...]

A Few Pearls Of Wisdom To Live By2017-11-21T12:55:42-08:00

Passion and Purpose Are The Keys


Interesting article in Investors Business Daily talking about the power of having purpose and passion. The top CEO's all have it as well as the top professional athletes. Having those two ingredients will provide you curiosity, it will boost stamina, help you stay focused and lift your goals. Passion amplifies productivity because your tasks will be viewed as fun not work. Think about the time you fell in love. You had purpose and passion. You could stay up to the wee hours of the night talking even if you had to get up early. Then when you woke, you were not [...]

Passion and Purpose Are The Keys2017-11-21T12:55:42-08:00

Gaining Confidence


John Hayden wrote an incredible book titled, "The 21 Irrefutable Truths Of Trading." While I am only 20% through the book, he had a section that speaks to beliefs, virtues and vices. He specifically targets how confidence and discipline plays an important part in being successful in the market. More so than trading systems, newsletters, etc. Here is what he said about changing physiology to gain total confidence. "If you want to change your physiology so that it is totally confident, then ask yourself a question."Can I remember a time that I had total certainty that I could accomplish any task? [...]

Gaining Confidence2017-11-21T12:55:42-08:00

Always Finish Strong


How many times have you seen people who fail to finish strong because they know they are soon finished with a job, school, work-out, etc. Sometimes that extra 5 minutes you give your project after you've decided to quit kicks you into a strange new gear....a powerful new zone. This doesn't happen all the time, and when it doesn't, you've lost nothing. Just quit after those 5 minutes. happens ENOUGH to really surprise you that you had so much more to give, and you had energy left you didn't know you had. You thought you were too tired to go [...]

Always Finish Strong2015-03-30T06:25:44-07:00

Steve Jobs Pearls of Wisdom


His rules for success: 1) Do what you love to do. 2) Be different, think different. 3) Do your best, success generates success. 4) Don't hesitate to throw out bad ideas 5) Have the courage to follow your heart. 6) Start small, think big. 7) Strive to become a leader, be the first and make it a standard. 8) Focus on the outcome, be a yardstick of quality. 9) Ask for feedback. 10) Innovate, it distinguishes a leader from a follower. 11) Learn from failures. 12) Learn continually, there's always one more thing to learn.

Steve Jobs Pearls of Wisdom2015-03-26T07:09:51-07:00

Staying Positive


Life is not about waiting for the storm to pass, it's about learning how to dance in the rain! I don't want to assume that I'm always going to be in the same state of mind, and that I'm always going to be inspired, even that I'm always going to remember what I'm up to. I don't want to assume that. So I need to advertise back to myself what I'm up to. What's my goal? What am I here to achieve? And so I use all kinds of little things. I put sayings up where I can see them. Or, [...]

Staying Positive2015-03-25T08:52:59-07:00

Absolute Focus


"It's not that I'm so smart, it's just that I stay with problems longer." ---- Albert Einstein Einstein identifies something powerful here. The source of his genius. Absolute focus. Absolute focus is the key to all great human achievement. Its opposite, preoccupation, is the enemy of all achievement. Write this thought down, because it can change your life: Preoccupation is the enemy of all achievement. In any activity, preoccupation is the enemy. It's true with cooking, driving, golfing, gardening, painting, anything. Taking ownership is the highest form of focus: It's a willingness to bring everything you've got to a situation. To [...]

Absolute Focus2015-03-24T06:46:40-07:00
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