Success is a Two-Way Street

By |2017-11-21T12:55:42-07:00June 29th, 2015|Categories: Balance, Creative, Design, Life Management, Practice Management|

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, [...]

Investing in The Future You

By |2017-11-21T12:55:42-07:00May 30th, 2015|Categories: Balance, Practice Management, Training|

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 [...]

Stop Lying To Yourself

By |2015-04-10T07:19:46-07:00April 10th, 2015|Categories: Life Management, Practice Management|

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 [...]

Life And Success Is About The Little Things

By |2015-04-09T06:52:46-07:00April 9th, 2015|Categories: Life Management, Practice Management, Time Management|

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 [...]

Gaining Confidence

By |2017-11-21T12:55:42-07:00March 31st, 2015|Categories: Life Management, Practice Management, Training|

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 [...]

Absolute Focus

By |2015-03-24T06:46:40-07:00March 24th, 2015|Categories: Life Management, Practice Management, Time Management, Training|

"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 [...]

An Adventure Into Your Mind

By |2017-11-21T12:55:43-07:00March 2nd, 2015|Categories: Life Management, Practice Management|

A mentor, friend and inspirational speaker for some 40 years has recently wrote a new book titled, "An adventure into your mind - success and happiness while thriving on stress." The book was written by Art Mortell. Art and I have known each other since 1986 as he began his career speaking for Financial Services Firms espousing how to thrive [...]

Keep Moving

By |2015-02-25T07:19:00-07:00February 25th, 2015|Categories: Life Management, Practice Management, Time Management|

Natalie Goldberg's priceless advice to writers is something all of us can use. Her advice was, "Keep your hands moving." That's it! The last thing and the only thing you need to remember. Doing things really isn't the problem, thinking about doing things is the only problem. It's always worse in the mind than it is in the real world. [...]

What Do You Choose?

By |2017-11-21T12:55:43-07:00February 4th, 2015|Categories: Life Management, Practice Management, Time Management|

"The most important choice you make is what you choose to make important." --- Michael Neill Anyone can be a DOER instead of a feeler. It happens the moment you take action. A DOER uses a three-step system to guaranteed success: 1) They figure out what they want to achieve. 2) They figure out what needs to be done to [...]