Some financial advisors/agents find themselves running their business in a constant state of anxiety. A few examples of this are: putting out client fires, rushing

Struggling advisors/agents oftentimes feel that creating a prosperous business is based on luck or timing. However, it is my belief that luck and timing have

Let’s face it, it’s easy to procrastinate from time to time. The problem is when procrastination goes from an occasional occurrence to a daily avoidance

When it comes to prospecting, you really have two choices, to do it consistently or not to do it. There isn’t much gray area.  For

With social distancing our new normal (at least for the short term but possibly for longer), most people would agree they are ready to get

Has the recent required social distancing and work-from-home status left you feeling lost and uncertain about what to do and best practices as we all

Albert Einstein, whose name is synonymous with “intelligence”, is not the only genius to acknowledge that whether the subject is something as vast as the

The saying “To Give is to Get” should be attributable to many aspects of one’s life and it rings true no matter what industry you

At some point in their career path, advisors/agents might look at the success of their peers and wonder, “Why aren’t great things happening for me?”

Recently, I had a coaching session with Tom Y. a financial advisor client of mine who has only been working in the industry for five

Taking action is the single most important ingredient in obtaining your goals. Without sustainable and consistent action, goals are merely a wish list. One of

Years ago a rookie financial advisor (me) new to the area asked a veteran colleague and friend, “What is the wealthiest street address in the