“I think I ought to go back to the way I was doing it before,” Tony, an advisor in Nevada, asserted to me in his weekly coaching check-in email. He had just taken advantage of an opportunity to teach a one-session evening class on financial concepts for a local college’s adult education program. One of…
“I’ve just been lucky,” my client, Jerry, responded when we started talking about the success of his financial practice. Jerry started working with me when he felt he had hit a plateau. He was afraid to lose what he had built by raising his management and planning rates, and he wasn’t sure what he wanted
Several years ago, during a teleconference where Josh Hinds had interviewed me about my work, listeners got to hear one participant, Matt (not his real name), tell us that he was about to receive an acceptance of his offer to work with a big, new client. “How do I deal with the feeling that I may have oversold them,”
Some time ago, I read an article by Dan Waldschmidt in the publication LifeHealthPro that inspired me to sit down and write this article of my own. The gist of Dan’s piece was that just because some technique or strategy works for someone else doesn’t mean that it will work for you. Not everything works
Bill is a financial services representative in the Southwest U.S. who told me that one of the greatest challenges for him was his fear of reaching out to the already “successful” people in his community who he thought he could help. “I have a list of these people I never call,” he told me. “The
Two advisors start their careers with similar backgrounds—the same education and training—and similar connections and people skills. Within two years, one of them is extremely successful, and the other is struggling. Maybe “the other” isn’t bringing in enough clients, or the right kinds of clients. Maybe he is working so hard that he has no
