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Why I Wrote ‘The High Diving Board’—and What It Taught Me About Advisor Plateaus

  I wrote The High Diving Board after a series of near-death experiences—moments that forced me to look hard at my life and ask, “Why did I wait until my health failed to make real changes?” I didn’t want anyone else—especially successful people who seem to “have it all together”—to wait until a crisis before

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Stop Being The Best Kept Secret

  In their classic marketing book The 22 Immutable Laws of Marketing, Al Ries and Jack Trout declared:  “Be first. If you can’t be first, create a new category in which you can be first.” Today in business—and especially in financial services or insurance—if you can’t be the biggest advisor in your community, be the first

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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