IT’S A HARD NO, UNLESS IT’S A HELL YES!
I received an email from a wonderful advisor that I do private coaching with asking if I would be interested in being introduced to an account manager for a new money manager he is exploring.
My knee j...
WITHOUT BOUNDARIES...
I have never worked from home for any significant period of time. I've always had an office or place of employment. I've always had colleagues and clients to interact with.
I thought that my consulti...
THE OUTSOURCED DREAM MANAGER
I got an email from a colleague asking me how to find a "Dream Manager." I recognized the concept of a Dream Manager, but it had been years since I read Matthew Kelly's book. Since it was still on m...
DON'T MAKE YOUR GOALS CONTINGENT UPON YOU BECOMING A BETTER PERSON
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I was writing in my journal this morning. Yes, I journal. I’m THAT person! I was inventorying how things are going. What am I getting right? Where am I falling short in my habits?
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See the th...
ARE YOU COUNTING YOUR WINS?
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“Winning is a habit.” Â
-George LeonardÂ
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Winning is a habit and so is losing. I think this is true. Haven’t we all known people who just seem to always win at life? And a few that always seem...
BATCHING HAS NOTHING TO DO WITH BAKING COOKIES
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Have you ever heard of "batching?" No, it has nothing to do with cookies - those of you that know me well, know that I have no business giving any sort of cooking advice!Â
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Batching is a time m...
WHAT'S YOUR NEXT STEP?
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Let's talk about simple things we can do that will completely change our productivity as advisors because our to-do lists really won't ever go away. We have clients and meetings and that is just t...
INBOX ZERO: ARE YOU BEING PROACTIVE OR REACTIVE?
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Here's a fun little fact about me: I LOVE it when my email inbox is empty. In fact, I even send screen shots of my inbox to my friends who immediately tell me to get a life. But let's talk about WH...
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