The Advisor’s Guide to Overcoming the Fear of Self-Promotion

In my work with financial professionals, I find that one of the most common fears they experience is the “fear of self-promotion.” This fear manifests itself in difficulties in asking for referrals, hesitancy in listing their skills and competencies in their marketing campaign, and getting caught up in the “always be modest” syndrome.

The media […]

By |June 5th, 2017|Blog, Self Improvement|0 Comments

The Most Powerful Secret for Advisor Success Over Stress

How do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself?

How do you persevere and remain resilient under adverse circumstances, which are part and parcel of every financial services professional’s career?

Do you look at setbacks as overwhelming catastrophes or […]

By |December 9th, 2016|Self Improvement, Stress|0 Comments

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 […]

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 […]

How to Use Active Listening to Manage Stress and Strengthen Client Relationships

Stress mastery is an important skill for everyone, regardless of their career or industry. For financial advisors, stress mastery can help you perform better under pressure and better deal with difficult clients.

The key to stress mastery is understanding that events themselves do not cause your stress – you cause your own stress by the […]

Stress Mastery Tips for Type A and People-Pleasing Personalities

In my last few blog posts, I have discussed not only corporate wellness programs, but also the importance of individuals taking mental health into their own hands. Mental health involves managing stress, because stress is not caused by events themselves but rather how we interpret events. On my Developing the Mindset of a Champion […]

Job Stressors: What Financial Advisors Can Learn from Athletic Training Coaches

I am honored that I have been invited to address members of the Collegiate Strength & Conditioning Coaches Association (CSCCa), in Dallas, on May 5th. These coaches are unique resources for athletes, as they take responsibility for helping to develop these people for life, as well as in their sport. Although this is a […]

Tips for the Trucking Industry: How to Improve Resilience When Facing Stressors

Remaining resilient in the face of stressors is an important skill no matter what your occupation is. Using my experience as an applied sports psychologist, my practice focuses on teaching financial advisors how to develop the mindset of a champion. However, you’d be surprised how many other groups can benefit from this same message. […]

By |February 23rd, 2016|Blog, Self Improvement, Stress, Stress Management|0 Comments