[embedyt] https://www.youtube.com/watch?v=zligxuzT6rA[/embedyt] Unlike the 20- and 30-year veterans I’ve been interviewing, Joe Milano reached Top of the Table in 2020. So he knows what you need to do right now to reach that level of production. Joe is a manager whose own production got him there. During our interview he explains his daily discipline and…
In my past life, I was a lawyer in my own successful practice. At first, I loved it. People hate lawyers, but they love their own—and my clients loved me as much as I loved them. Eventually, though, I grew to hate my career choice and the way I was practicing more and more—so many
After over 20 years working with financial and insurance professionals, I have learned that most of them don’t see themselves as business owners, so they don’t look that closely at their business metrics. Usually, they can tell me about their gross income and their assets under management. Sometimes—but not always—they can give me a breakdown
A batter steps to the plate, takes a few practice swings, and then takes his place for the first pitch. He knows where and how to stand, how to grip the bat, how to shift his weight when he swings, how to keep his eye on the ball, and how to read the pitch as
Two advisors start their careers with comparable financial and social advantages and connections, and identical training and education. One becomes highly successful. The other doesn’t. How do we account for this? If we examined their situations more closely, we would see that the highly successful advisor constantly takes intensely focused action to get where he wants to
[Adapted from an article written by my colleague, Rich Litvin. Most of the language is his] Meryl Streep has received a record 21 Academy Award nominations and won three. She has received a record 32 Golden Globe Award nominations and won eight. Yet she’s said, “I have varying degrees of confidence and self-loathing… You can
