All programs include:

ACCOUNTABILITY
Throughout the program, there is constant reporting of activity. Just as is true at the gym, if there is someone holding you accountable, you will see results.

FLEXIBILITY
This schedule is not etched in stone and can be altered to suit your personal strengths and weaknesses.

ADDITIONAL SERVICES
Whether you choose the 90-day or the 180-day program, we will be working on growing YOU as an advisor. Our work will include:

  1. Clearing away the mindset issues that are impeding your action. We examine the fears, limiting beliefs, negative stories, rigid thinking, etc., that might be stopping you. Once we know what they are, I have hundreds of ways to help you get past these roadblocks.
  2. Setting clear goals—goals you really believe in and are committed to. To achieve exponential growth, you need to be on a mission. So, we explore this in depth.
  3. Developing strategies, systems, and teams to reach those goals.
  4. Supplementing your skillset. Working with so many advisors over the past 23 years has given me the ability to add to what an advisor already knows how to do, to increase your effectiveness.
  5. Finding you more Energy. We look at the people, places, and things that energize you and the ones that suck the life out of you and help you make more powerful choices: Learning where you need to say NO, learning how to serve rather than trying to please, making better choices in the use of your time, etc.

Apply to Work With Me

Application to work with me (#8)

"His guidance has produced deeper relationships and enthusiastic referrals."

“Sandy is a master at listening to understand. He's not a one-size-fits-all coach; his guidance has produced deeper relationships and enthusiastic referrals from my top clients. As a CPA, I've moved from feeling shy and embarrassed about offering financial services, to a profound confidence in and appreciation of the unique skill set I offer; these days I am embarrassed to not offer my services, particularly when my knowledge of the benefits of the income tax code can frequently lead to giant leaps in the quality of life my clients and their loved ones enjoy.’
Wayne Farrar
CPA, CFP
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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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