Reaching...

Run Your Business Using the “Dental” Model

When you visit most dentists, you spend the largest part of your time with the hygienist. The dentist comes in at the end, gets updated ...
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Work Smarter, Not Harder?

How many times have you heard some time-management “Guru” say the words above? If you’re like most people, when you hear this, you nod, as ...
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Who do you want to BE this year?

Huh? Where does that question come from? What if I told you that who you’re being is actually more important than what you’re doing? If ...
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Are You Asking Yourself The Right Questions?

Working with financial and insurance professionals over the years, I have come to believe that the only things that limit our success are our judgments, ...
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The 5 Pillars of Advisor Success

My colleague, business coach Tom Kavanaugh, talks about the 4 Pillars of a Successful Business. I’ve adapted his general message to apply it to insurance ...
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You Already Have Perfect Systems

Years ago, I was complaining to my business coach that I was forever in debt. “That’s because you have the perfect system in place to ...
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HOW TO DEAL WITH IMPOSTER SYNDROME

Do these thoughts run through your mind? Even a little bit of the time? “I’m not good enough.” “They’re going to find me out.” “I ...
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Do You Want Lots More Unsolicited Referrals?

Most advisors have had the occasional experience of receiving an unsolicited referral from a client or another professional. And any advisor would want to make ...
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Forget Referrals…Get Great Introductions

“You’ll never get a bill from me. All I ask is that you refer me to other people like yourselves. Here’s our referral sheet. Would ...
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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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