Most of us start our businesses or careers backwards. Instead of figuring out what kinds of lives we want to have, and then making our professional choices as part of strategic plans to attain those lives, we first choose businesses or careers, and then let them take us wherever they decide we can go. Over time, we…
Planning Extended: Ask Yourself the RIGHT Questions Read More »
More insurance and financial professionals than I ever expected showed up for my webinar last week on Business Planning for 2013. But I was even more surprised, in talking with attendees in the days that followed, to learn how many of these professionals could not answer basic questions about their essential numbers. Whatever field you’re
My friend and colleague, Julie Blake, recently related this story to a group of coaches to which we both belong. She was talking with her son Josh on the way back from YMCA winter camp: Josh: Mom, I asked a girl to dance with me at the camp dance. Mom: What did she say? Josh:
HAPPY HOLIDAYS… Make this New Year your best yet! I’ve been following coach/consultant Robert Middleton for many years now. Middleton, whose main market is independent professionals, claims to have recently found an old list of the tips below saved on his iPad, and now calls them “‘Pithy Sayings’ that teach essential truths.” I have further distilled them for
Magic happens in your career when you stop trying to call and drop in on anyone who might be breathing and have a few dollars, and start, instead, to take extraordinary care of your existing clients. I’ve been working with Bryant, a financial advisor in New York, who has been “just getting by” for nearly
Several years ago, I appeared as a guest on the BlogTalkRadio program Greenpath to Wealth, hosted by Coretta Fraser. At that time, I shared my Seven Strategies to turn yourself into a Client Magnet. At least one listener from among my e-subscribers, Barbara, had questions that never made it onto the program. But I’d like to
