Goal Setting: 5 questions to ask and answer Aug 04, 2022

We have heard a lot about setting goals and now the conversation has switched to working on our habits, our actions to achieve those goals. A goal without taking any action is just a dream, but there is still power in setting goals. We need to know what the desired outcome is or we will not know...

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Are your goals supporting your business growth? Jul 20, 2022

Are your goals supporting your business growth?

There is one characteristic of goal setting that is not talked about enough, but is critical to your success as #financialadvisors.

Make sure your goal can give you feedback. If your goals cannot give you feedback, then they are not good goals.

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5 Inbound Marketing Strategies for Financial Advisors That Work Jul 19, 2022

Does inbound marketing really work? Well since you are reading this blog, and articles are a form of inbound marketing, then the answer is hell yeah!

Inbound vs Outbound Marketing

Before we get into the marketing strategies that are working for financial advisors today, let me clear up the...

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How to build your AUM in a bear market Jul 14, 2022

Being a financial advisor is a great job and I know I took it for granted, which is why I jumped around so much between finance jobs. Looking back now it was a job perfectly suited for me. A lot of upside for income, I got to play "client golf" and work hard to do a great job for my clients.

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Five reasons you need a coach Jul 12, 2022

With the crazy pace of modern society, we have more distractions than ever. Our phones are able to suck us into a vortex of time wasting that can last hours with little to no long term payoff. This will affect all aspects of your life and the deeper down the rabbit hole you get, the harder it is...

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Why change is so hard! Jul 06, 2022

Life can get so frustrating, right? We want to do better, be a better spouse, parent, employer/employee. We read the books, listen to the audio and write down goals, but somewhere along the way, we find ourselves back in our old patterns living the same life as we were before.

Eventually, we get...

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Procrastination is a new human behavior Jul 01, 2022

You might disagree with me because you love to procrastinate and ultimately you get the project done right at the deadline. But, the bottom line is that for most of human history we never procrastinated.

The fact is our ancestors could not procrastinate. Life used to be very hard. Imagine not...

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I would have been a terrible client Jun 30, 2022

When I was down in my emotional spiral of low self-esteem, anger, depression and overall bitterness I never wanted to listen to anyone or take advice. My ego was in the way of me hearing the things that needed to be told to me. A major lesson I learned in my prison experience was about the ego...

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Why you should want to suffer Jun 28, 2022

I know when we hear the word suffer it has a negative connotation and something that we have been brought up to avoid. Is avoiding suffering and pain truly the way to live a happy life? I believe not!

First let's tackle pain. Humans have evolved to use pain as a teacher. We touch the hot stove...

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Stop dreaming and start doing Jun 27, 2022

“All men dream: but not equally. Those who dream by night in the dusty recesses of their minds wake up in the day to find it was vanity, but the dreamers of the day are dangerous men, for they may act their dreams with open eyes, to make it possible.”
― T.E. Lawrence, 

T.E....

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Where is your focus? Jun 26, 2022

The first amendment in the US Constitution affirms every citizen the right to free and responsible speech. I think growing up here, it is easy to take this for granted as other countries have oppressed any opposition and protests through violent, state sponsored military action on their own...

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Brad Pitt and the courage to tell his story Jun 23, 2022

1a : a mark of shame or discredit : stain bore the stigma of cowardice. b plural usually stigmata : an identifying mark or characteristic specifically : a specific diagnostic sign of a disease.

The world is constantly evolving to become a better place in my opinion. I know we have a...

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