Goal Setting

Maximize Your Most Undervalued Success Tool

AdvisorBlast – Quick Tips to Accelerate Your Practice  In this issue: Build your business with the power of focused, strategic thinking. It’s easy to focus on key tasks you need to accomplish to effectively build your business. We’re often on the lookout for checklists or tips about actions to take. But one of the most powerful […]

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Small Steps Are Bigger Than You Think

AdvisorBlast – Quick Tips to Accelerate Your Practice  In this issue: Tiny steps lay the foundation for big achievements. Do you want a steady stream of high-quality client referrals? Fantastic client relationships? A system to smoothly provide outstanding client service? To earn your CFP® or ChFC® designation/credential? Thinking about achieving big goals can be exciting! After […]

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Lose Wait Now

AdvisorBlast – Quick Tips to Accelerate Your Practice  In this issue: Small steps now will set you up to begin the New Year leaner and stronger. No, that’s not a typo. Lose wait – as in stop waiting for the New Year to begin taking new action on your objectives. With the end of the year in […]

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The Power of a Picture

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: A vivid picture of success can propel you to your goal, despite your circumstances. We’re half way through the year. Is your picture of success for 2014 still clearly, vividly, vibrantly alive in your mind? Driving slowly up my street one late afternoon this week, […]

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What If You Miss?

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Don’t let the thought of possible failure overcome your focus on potential success. When people hear that I trained for thirteen years for a two-minute Olympic swimming race, and my success was determined by only four one-hundredths of a second, they often ask how I […]

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A Perfect Mix: Ruthlessly Clinical & Wonderfully Relational

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Focus on finding the right number of people with the right level of assets to build the business you want. “You mentioned being ‘ruthlessly clinical yet wonderfully relational.’ Can you repeat what you mentioned about that please?” After I recently spoke to a bank advisory group, Susan asked me […]

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Glance and Go

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue:Create your map and refer to it daily to keep you on track to your 2014 objectives. Hopefully you haven’t broken all of your New Year’s resolutions yet! You likely set your business goals for the year and are already at work on them. What […]

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Don’t Make the Majors Minor

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: When everything is “top priority,” the reality is that nothing is. In recent weeks, as I was helping a coaching client work through what he wanted the end of the year to look like, he commented about how frequently in our industry high achievers […]

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Is Your Auto-Pilot Sabotaging You?

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Half the year is over. Do you need to re-plot your thinking and actions for the rest of 2013? Last week one of my new clients was lamenting how fast the first half of the year had passed and expressing frustration at plans not accomplished.  […]

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The Legends Are Only Human

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Don’t be intimidated by your competition. How do you measure up against your competition? It can be easy to assume others in the industry are working more effectively than you because they are more well-known, have more employees, or seem to have more assets. We […]

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