In most of my conversations with advisors, there’s a point when they freely admit that what’s holding them back is…them. This is always true. All success comes from the inside. Most of the time, they believe that challenges like procrastination, perfectionism and endless distractions are the culprits. But these are symptoms of the real challenge, not

I’m straying from my usual sharing of business tips and ideas today to write about something much bigger and more important. The last few months have tested us all, bringing out the best and worst in us. The best include doctors, nurses, and hospital staff who have become heroes, along with the providers of essential

  Some of my clients are busier than ever. Others are having difficulty adapting to the virtual world. If you fall into the second category, I have put together a program that will help.  Here’s what you can learn: Ways of communicating with your existing clients that go beyond what you’ve been doing and result

According to Canadian management consultant, Grant Hicks, “75% of advisors have never defined their ideal clients.” In a recently published article, Hicks goes on to say that the advisors who do focus on their ideal clients grow their practice by 17% or more annually. Your business should be running on systems and processes that work

While some advisors are telling me that they have time on their hands that they did not have before March of this year, many are telling me just the opposite–that they’re busier than ever.  Now that so many of us are working from home, it’s even more important to take time for yourself! I recently

We’re all faced with the terror brought on by the coronavirus and the inability to meet with clients and prospects in person, coupled with the fears of a significant recession. These challenges certainly make it difficult to retain clients, and the idea of bringing new clients may seem like climbing Mt. Everest.   But, ironically,