Daniel Robinson

Daniel Robinson

“When I started working with Sandy, I was not happy with my income. It was low and barely increasing as time went on, even though I had been in the financial services business for years. Plus, I was doing everything exactly as I had been taught! A month or two into our work together, I started to see big changes in my appointments, referrals–and, most important to me, my income. I had my best January ever, and although I thought it might be a fluke, February was even better. The slow times had really stopped happening. After six months, we were done with our work. I was on track for a six-figure income and sure that if I kept using my new mindset and skills, nothing would threaten that. Sandy tells me that I did all the work to make that happen, but I know that it wouldn’t have happened without his help.”

Daniel Robinson, CFP

2019-03-10T20:36:38+00:00

Daniel Robinson, CFP

“When I started working with Sandy, I was not happy with my income. It was low and barely increasing as time went on, even though I had been in the financial services business for years. Plus, I was doing everything exactly as I had been taught! A month or two into our work together, I started to see big changes in my appointments, referrals–and, most important to me, my income. I had my best January ever, and although I thought it might be a fluke, February was even better. The slow times had really stopped happening. After six months, we were done with our work. I was on track for a six-figure income and sure that if I kept using my new mindset and skills, nothing would threaten that. Sandy tells me that I did all the work to make that happen, but I know that it wouldn’t have happened without his help.”
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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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