Intensive Coaching for Financial and Insurance Professionals | Build Confidence, Improve Communication, Lead

CREATE Your Future

We all have two futures: A “default” future, and a “created” future.

If you’re struggling to move your business forward, but everything you do seems to get you back to the same place—month after month, year after year—you are set to live your default future.

Imagine if nothing changed next year or the year after.  Now project that outward five or ten years more.  What will that future look like?  That’s your default future.  Is it okay with you?

You might be terrified about investing money, time, and energy in trying to change your path, because there’s a risk that it might not work.  Hiring an assistant, working with a coach, changing your business affiliations…all of these could result in steep expenditure (of money, time, or energy) with nothing to show for it down the line.

But if you don’t overcome those fears that are keeping you from changing, you are almost certain to be living out your default future.

Two Paths

The future you could be living is the one you’ve created.  What do you want to create?  What resources do you need to create it?  How will you find the money, time, and energy it will take to experiment with creation?

If the future you want to create is one in which you’re earning a comfortable six-figure income and have left your money worries behind, or you have eliminated stress in your life and made yourself healthier, or you have more time to spend with your family, you need to do something different—something you’ve calculated might actually get you to the future you want.  And if that plan fails, you will need to be willing to find another path, and maybe another, until you’re successfully creating the future of your choosing.

What’s your default future?  Is it okay with you?  If not, what future can you choose to create?  Now, what’s your plan?  And if that first plan falters, will you create another?

One thing is certain: In the future of your design, you have to keep REACHING


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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