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

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

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

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

An Adventure Into Your Mind


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 on rejection. He has coached me and countless thousands. In his book, he has a section discussing how your needs determine your behavior. The real meat in that section is the following point. To be successful requires the ability to communicate [...]

An Adventure Into Your Mind2017-11-21T12:55:43-08:00

Keep Moving


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. All those things we hate doing. "There, that wasn't so bad, was it?" How many times have our parents, teachers or our friends said those words to us? Hundreds. Thousands. Don't dread anything any more. Just jump in and do it. [...]

Keep Moving2015-02-25T07:19:00-08:00

What Do You Choose?


"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 achieve it. And, 3) They just do it. This is not a theory, this is the actual measured and observed system used by all super achievers without fail. Whether you are a DOER or a feeler has nothing to do with [...]

What Do You Choose?2017-11-21T12:55:43-08:00

Learning What Others Want (Long For)


"It is not very difficult," said Aldous Huxley, "to pursuade people to do what they are already longing to do." There's a lot of wisdom in that sentence if we are willing to be with it for awhile. "It is not very difficult to persuade people to do what they are already longing to do." This is a secret that great sales people know. It's also a secret that people who are great at relationships know. What Huxley truly meant was that everyone is longing to do a lot of wonderful things. Everyone has dreams. Everyone has needs and everyone has [...]

Learning What Others Want (Long For)2015-01-26T05:23:39-08:00
Go to Top