Blog Posts

Your Most Important Year-End Review

AdvisorBlast – Quick Tips to Accelerate Your Practice  In this issue: Set yourself up for great success in 2015 with your own year-end review. Consistently successful people share a common habit: at the end of each year, they make time to reflect on and evaluate what they did in the previous 12 months. To give yourself […]

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Limit Your Options

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: What one main problem do you solve for your clients? Often advisors are quick to want to tell prospects about the wide variety of services they offer – from retirement planning, to insurance, to stock picking, to annuities, to mutual funds and on and on, […]

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So, What’s Next?

The past two and a half weeks have been a thrill, and now the summer Olympics are done for another four years. Everywhere you turn, reporters are asking athletes, “So, what’s next?” When so much of your time, energy and thinking has been focused on a particular objective, and suddenly the objective has been reached, […]

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Unexpected Distractions

There many ways we can avoid distractions in our daily activities. With some planning and discipline, we can: break down larger objectives into weekly or daily activities, time-block, including setting specific times for replying to emails and phone messages, get the rest we need so we can be mentally sharper during the day. But what […]

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It Takes a Team

We’ve seen many outstanding individual performances by Olympic athletes these past 10 days, from Michael Phelp’s earning his 18th gold medal to Gabby Douglas’ charming mastery of the gymnastics equipment to double amputee Oscar Pistorius’ historic 400m run. Even though their final results are determined by the performances of each individual athlete, every competitor at […]

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Be Relentless

Earlier this week in the Olympic pool, the French men’s team pulled off a stunning upset, forcing the US men’s team to settle for silver in the 4×100 freestyle relay, with the final leg clearly showing that victory goes to those who never give up. Going in behind Ryan Lochte, Frenchman Yannick Agnel knew he […]

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Get a Life!

All work and no play makes Jack (or Jill) a dull boy (or girl) – even if your work is a game you love. Olympic commentators have made much of beach volleyball player Kerri Walsh-Jennings’ being a mother of two preschoolers this week: they’ve wanted to know if her family is a distraction from her […]

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Past Performance is not an Indicator of Future Results

This phrase is so ubiquitous in our industry, we can tend to forget how true it is in all of life. Its truth was on vivid display at the Olympic pool over the weekend: the “world’s greatest swimmer” didn’t even medal in his 2012 Games debut event, despite everyone’s expectations (based on past performances). Michael […]

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Use the Same Words; Just Make Sure You Redefine Them for People

What do you think when you hear the word “Integrity?” How about “Ethical?” Although these words have been trashed by some within our industry, don’t shy away from using them. In fact use them, then define exactly what you’re meaning by them. For instance, by ensuring you use the word “ethical” in your discussion with […]

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The Final Picture

Often people get concerned when clarifying their goals and objectives, asking themselves, “What if it doesn’t turn out exactly how I’d seen it in my mind?” Like the cartoon, the image we want and the result we usually settle for are often two different things. However, that shouldn’t stop us from being very clear about […]

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