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In most of my conversations with advisors, there’s a point when they freely admit that what’s holding them back is…them. This is always true. All success comes from the inside.

Most of the time, they believe that challenges like procrastination, perfectionism and endless distractions are the culprits. But these are symptoms of the real challenge, not their actual roadblocks. The real challenges generally fall into three categories:

1. Fear
Healthy fear isn’t a bad thing. It’s kept you alive to this point. But, as I point out in my first book, The High Diving Board, the paralyzing fears that stop us from taking action in a world where the only real danger is some imagined loss of face or financial loss isn’t healthy. For most of us, this kind of fear falls into three categories:

     (i) Fear of what people will think or say. What if you fail? What if you become too visible and too controversial? How will you be able to face people? And, on the other side, what if you become too successful and friends and family start to treat you differently?

     (ii) Fear about wasting time or energy. You’re afraid you’ll put a lot of time in and that it will end up not working. You’re afraid that you’ll be working impossibly long hours or that you’ll be overwhelmed or exhausted or you won’t be able to follow through.

     (iii) Money fear. You’re afraid to invest in the help you need—an assistant, a coach, technology.  You’re afraid you’ll waste or lose your money and that you will end up earning less. You’re afraid you won’t be able to keep up the momentum and you’ll have a lot more to lose.  And, on the flip side, you’re afraid of the changes more money will bring to your life.

2. Not knowing what to do
We’re bombarded every day with new prospecting methods, new financial and insurance products and services, new approaches to wealth management and protection, etc., and it can be overwhelming. So, we either act on everything with disastrous effects or we don’t act on anything. .

3. Believing that you’re “not enough”
This thinking is more pervasive than people know or will admit.  Feeling out of your element. Feeling like an imposter. Feeling like you’re not smart enough or brave enough or aggressive enough or old enough or young enough, etc. This affects everything you do. You’re an imposter and someone will surely figure it out and call you out on it.

Fear is a mask for desire

My colleague, Rich Litvin, who inspired this article, tells us:

“Fear is a mask for desire. Not knowing what to do is a clever cover for fear. Not feeling ‘enough’ is your unconscious keeping you safe.” 

While there are a lot of ways to address the 3 big roadblocks, there’s actually one single solution that often helps you overcome all of them:

Be on a mission. Find something so important for you to accomplish that nothing will stop you—not fear, not lack of knowledge–nothing. Being on a mission to which you’re 100% committed can make challenges like procrastination, perfectionism, distraction and time management issues simply disappear.

What’s your mission?  Reach out and let me help you find and refine it and make your roadblocks disappear.

In the meantime, 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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