Field of Dreams

Whatever you think of Kevin Costner, he is the star of one of my favorite movies (which, thankfully, also features James Earl Jones and Ray Liotta).  In Field of Dreams, Costner’s character, Ray Kinsella, hears a whispered voice that tells him: “If you build it, they will come.”  Against the advice of all family members and friends, and

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The “No” Game.

“I know it’s crazy,” exclaimed Barry, a young financial advisor in New Jersey, while on the phone with me.  “I want to be in this business and I want to be successful, but I can’t bring myself to make the phone calls I need to make—and if I don’t, obviously, none of that will happen.”

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Don’t PLEASE People; SERVE People

In his recent Harvard Business Review article, “The End of Solutions Sales,” Matt Dixon reported the results of a study of 20,000 salespeople around the world.  The study grouped salespeople into five distinct profiles: 1. Challengers: These are salespeople with a provocative point of view that they’re not afraid to share with a customer.  They

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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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