Man in suit
Mar 22 2021

Defining Success: 3 Steps To A Happier Life

In a world with so many coulds, woulds, shoulds and wants, how do you know how to select what’s best for you—what will make you successful? Is it being way rich, way famous, way beautiful or way powerful? Or is something that comes from the inside? Here’s how you tell: First, complete this sentence: “I know how successful I am by how _________(fill

Man working at desk
Apr 04 2021

Stop Stopping!

I often talk with clients and in workshops about the “success formula” Napoleon Hill shares in his 1935 classic, Think and Grow Rich: (1) Set a clear goal. What do you want to accomplish? (2) Develop a detailed plan to reach that goal. Define exactly what actions you will need to take (3) Take immediate (and, as Tony

Mar 07 2021

Be the Best Version of You… Not a Copy of Another Advisor

If you follow America’s Got Talent, you may remember the audition of Hunter Price. Simon Cowell stops the young singer 31 seconds into his song, telling him a hard truth, “Hunter, I think what you were doing was very generic…” Then he compliments him and challenges him with a question, “I think you have a

Race horse
Feb 20 2021

A Lesson From Tom Brady About the Winning Mindset

Maybe you’re tired by now of hearing the name Tom Brady. But bear with me here one more time…  Years ago, rapper and millionaire entrepreneur Jesse Itzler, bought a race horse with a bunch of friends, including Tom Brady. They named the horse “Guts”.  Itzler tells about the horse, this way: The horse came in 2nd

Jan 24 2021


When I was working in the field training advisors, I was struck by how often they would arrange a conversation with a prospective client only to end up at a home with a dark porch or with an office no show, or that dreaded last minute cancelation.   Branch managers would actually tell new advisors not

Upset woman at desk
Jan 10 2021

Awareness is Part of the Cure

By now, you’ve been working on implementing that plan to make 2021 a great year.  But inevitably, while you’re trying to accelerate your business growth, there will be times when you’re overcome by any or all of these feelings and emotions: Anxiety Fear of the future Overwhelm Feeling that you’re “not enough” Feeling that you’ve

Dec 27 2020

10 Thoughts about your business for 2021

I want to share 10 random thoughts about your business that may help you as the new year rolls in on us: 1. If you make ‘security’ or ‘certainty’ your goal you’ll be a failure.  Security and certain are the lowest forms of happiness. 2. A major reason advisors are not successful is that they

Dec 13 2020

The Path

The ideas here and, admittedly, a lot of the language, have been borrowed from my friend, colleague, and sometimes mentor, author Steve Chandler. But they’re completely in line with what I coach advisors on every day: A lot of advisors have “shiny object” syndrome. They’re continuously pulled away from the prosperous business they want to

Man with head on desk
Nov 29 2020

Stop Struggling! Attract what you want instead

If you are struggling with something—STOP! Hard work is often necessary if you want to succeed at something. But struggling usually isn’t, and doesn’t generally get you what you want any faster. Stop struggling and try instead to focus on the belief that you can have it. You have to be willing to allow yourself to have it.

Woman writing at desk
Nov 01 2020

The Right Business Entity for Insurance and Financial Teams

The COVID-19 crisis has shown us that you can’t really account for what might happen in the future. This has put financial planning and insurance at the forefront of everyone’s mind, with CNBC reporting that many Americans are now racing to buy life insurance. In the meantime, and partly in response to this increased demand,