Leadership Coaching for Advisors
The Myth of “It Will Only Take 15 Minutes” and Why This is a Dangerous Mindset
Over my nearly 20 years as a consultant working with financial advisors, I have literally heard this expression at least 100+ times. “I’ll take care of it. It will only take 15 minutes”. What’s wrong with that you ask? Plenty, especially when considering the myths of time management! Let me lay out a few things to consider:…
Read MoreWellness Check
For many of us, the term “wellness” calls to mind our physical and personal well-being as humans; and a “wellness check” might include annual doctor visits and bloodwork to make sure all our systems are operating as they should. After all, these checkups are the only way to truly see what’s happening under the surface for our…
Read More99% Of Financial Advisors Make This Mistake.
Are You Building a Long-Term Advisory Firm? Are you building your advisory firm into something that will stand the test of time? Understanding and avoiding common financial advisors mistakes can greatly enhance your success. What I mean is, are you checking in on the health of your business regularly to avoid common financial advisors’ mistakes?…
Read MoreHow to Take Time Away from Your Financial Advisory Business
Balancing Work and Life as a Financial Advisor I love traveling and exploring new places. But as a financial advisor, balancing work with life can be challenging. That’s why delegation tips for advisors are essential to help you manage your business and still enjoy time away. No, I haven’t retired yet. Yes, I am still…
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