Time Management

Don’t Ignore Referability

Last November, my mother received a well-written letter from a law firm offering to represent her in a tax appeal, which might bring about a refund of some of her real estate taxes.  A simple “Attorney Representation Agreement” and a return envelope were enclosed. My mother, who understandably defers to me on legal matters, asked…

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Burn Your Boats…

When ancient Greek warriors landed on a shore to conquer an island, their Generals motivated them in a powerful way: They ordered the boats that brought them to the island to be burned, so that there would be no way to retreat. Burning your boats is a good way to motivate yourself to do the

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End “Analysis Paralysis”

I often start a seminar by asking for a show of hands from professionals and entrepreneurs who have enough quality clients—they don’t need any more.  Usually, one or two people raise their hands.  If there are a hundred people in the room, however, that means that ninety-eight percent of them do not have enough clients (or

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The “Happiness Ratio”:

OVER-Deliver / UNDER-Promise Your client or customer wants to see a report as soon as possible.  It’s almost impossible for you to have it ready before next Wednesday, but under pressure, you promise it to her by this Friday. “Why did I do that?” you ask yourself.  Your intentions were good.  You didn’t want her

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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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