How to Become a Mentally Tough and Highly Successful Insurance Producer

In the world of athletics, it’s common knowledge that what sets champion athletes apart from good athletes is not based on their skill, technique or strength. The difference is that champions are more mentally tough. They have the ability to push past exhaustion, opposition and even injury to reach success. Perhaps you recall Mary […]

By |August 28th, 2017|Advising the Advisors, Sales Professionals|0 Comments

How to Utilize the Power of Persuasion to Boost Your Financial Services Career

As you know, your career in financial services involves a large amount of selling, whether it’s selling yourself and your services to a prospective client, selling an investment idea to a client, or selling your core financial planning values to your current clients.  A large percentage of advisors with whom I consult tell me […]

Avoid Advisor Burnout: 7 Client Personality Types to Eliminate from Your Practice (Part 1)

During these days of relative market flatness, with no negative economic or world events looming, advisors find it relatively easy to deal with the variety of personality types in their financial practice. But, when the market inevitably tanks or develops remarkable volatility, it is obviously very unsettling. One of the main reasons is because […]

3 Necessary Components for Ultimate Advisor Happiness

Psychologist Martin Seligman, the father of the “Positive Psychology” movement, has spent the latter part of his career conducting research into the character strengths and life components that consistently define happiness.
Many financial advisors with whom I have worked with, complain that although they make a very comfortable living, they would not describe themselves as truly […]

7 Powerful Secrets for Eliminating Advisors’ Self-Imposed Stress

In essence, all of our stress is actually self-imposed.  What do I mean by that?  Events and situations that advisors deal with do not cause advisor stress. It’s not the event, but your interpretation of the event that either causes stress or relaxed feelings.  The choice is yours.  It’s all about the conversations you […]

5 Ways to Delight Your Clients

Developing a successful business means standing out from the competition, whether you’re in finance, healthcare, sales, HR, legal services, or any other industry. One way to do that is by making your clients a part of your business’s “family” – showing that you value them as clients and as individuals. There are many ways […]

By |July 28th, 2016|Advising the Advisors, Blog, Practice Management|0 Comments

3 Powerful Take-Aways that Financial Advisors Can Learn from LeBron James

Game 7 of the NBA champion series was the most highly rated sports show in decades.  Here was the defending champion, Golden State Warriors, and they were playing at home for the championship. LeBron’s team (the Cleveland Cavaliers) had been down 3 games to 1 before they tied it up at 3-3. Never before […]

3 Points of Stress for Independent Health Insurance Agents

Recent changes to health insurance laws have caused dramatic shifts in the careers of independent health insurance agents. Changes in commission structure and competition from health insurance navigators have led independent agents to feel fear and stress. Fortunately, help is available. The professional organization Health Agents of America (HAFA) is looking out for independent […]

By |June 30th, 2016|Advising the Advisors, Blog, Stress|0 Comments

The Simple Technique for Avoiding Provider Burnout and Lowering Stress

I was recently in a doctor’s office, and he related to me that he is suffering from “provider burnout.” Sadly, this is something that is becoming more and more common among professionals in all types of service-based industries. Is this a new epidemic or just the result of a more common and easily fixable […]

3 Characteristics of an Outstanding Financial Services Professional

I am currently reading a fabulous book, Confidence: How Winning Streaks and Losing Streaks Begin and End, by Rosabeth Moss Kanter, from the Harvard Business School. As I read, I am struck by how she defines true leaders, including those who are the stewards of our wealth. In my experience working with the financial […]