The “Approach-Avoidance Tango”

It can happen to anyone who sells a service:  We speak to someone who is thinking about hiring us.  She calls again with a question and leaves a message to call her back.  We’re enthusiastic about the prospect of working with her—but when we return her call, she’s suddenly unavailable—forever. This is the “Approach-Avoidance Tango”,

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Become an Expert

A few years ago, I asked one of my clients, Carrie, if she had started thinking about saving for college for her one-year-old daughter, Megan. “It’s funny that you’re asking me this now,” Carrie replied, “Because I just recently sat down with a specialist in college planning.” When Carrie told me the name of the

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Stay Hungry. Stay Foolish.

In 2005, Steve Jobs—CEO of Apple and of Pixar Animation—gave the commencement address to the Stanford graduating class of approximately 5,000 students. “I never graduated college,” he began, and then he told three stories. The first story was about “connecting the dots”.  Jobs told how he dropped out of college, but continued to attend classes

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You Can’t Skip Rapport

Jenny actually needs your services.  You know she does and, more importantly, she knows she does.  But when you suggest that you get your work started, she says “let me think about it.”  You graciously give her time, but she doesn’t call you again.  Then, when you finally do call her, you find out that

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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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