A while ago, I invited Marc–an insurance agent who had worked with me for a few months and got some very good results–to lunch. We set the date, and then Marc said: “I’ll be there…unless someone calls me with something that needs to be done that day…I mean, business comes first, right?” After I hung up…
Resolutions DON’T WORK, and Sandy wants you to make decisions this year that really stick. So DON’T MISS this video—with a brand new, action-packed intro.—to kick-start your 2016!
When you look at your practice (here you can also insert “business”, “career”, or “life”), what are you seeing? Is there a picture of how you want it to be? A compelling vision that drives your work and interactions with people? Are you on a mission to bring your message or your help to
What’s the best way to choose what to do when you’re stuck on something major? Let “yes, yes, hell no!” be your guide. If your Intuition and your Reason are aligned, you need to reinterpret the loud voice of your Fear: it’s actually a sign that the first two voices are powerfully on the mark.
This article was written by my friend and colleague Elise Holtzman in her lawyer newsletter Tuesday Morning Counsel, and appears today with her permission. While it is written for lawyers, it will benefit any advisor who thinks he or she has too much to do: “You have to decide what your highest priorities are and
Create a referral network with Centers of Influence by finding someone you can act with. An advisor and an attorney, for instance, can create an infinite feedback loop of referral relationships just by mutually agreeing to send clients to one another. Sandy explains how to “trade referrals” thoughtfully with COIs in this month’s Power
