The Financial Advisor‘s 90 Second Coach Podcast
Introducing David Miller‘s short ‘rants‘ and candid conversations with financial advisors, answering their FAQs and problem solving on how to create the business they desire. As he travels across North America in his Airstream trailer, listen to David‘s unmatched advisory and coaching experience built from his 40 years of successful consulting with advisors and their teams. Visit David‘s website mindset.solutions to find out more about his one-on-one consulting.
Listen on:
Episodes
Monday Oct 04, 2021
Monday Oct 04, 2021
Brand Called You: Yes we are all known by our individual brands represented on social media, our web sites and our electronic communications. Tom Peters was spot on in his issue In Fast Company in 1997! https://www.fastcompany.com/28905/brand-called-you
Thursday Sep 30, 2021
Thursday Sep 30, 2021
How are you going to organize a client's personal financial circumstances and how are you clearly going to define this for them? Most advisors fail to describe their value. "Why would I value what you can't explain?"
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
A Cautionary Tale. Be forewarned! FINRA does not take it lightly and has prosecuted advisors for not revealing the option of a fee based account. Will your company come to your defense? Probably not...
Tuesday Sep 28, 2021
Tuesday Sep 28, 2021
Always reference your process for instant respect, appreciation, clarity and understanding. The simplest segue from casual conversation to business. Always.
Monday Sep 27, 2021
Monday Sep 27, 2021
Are you ready? Company sells. Your situation becomes unbearable. More bad press. Are you preparing your clients for the possibility of you leaving your present company?
Thursday Sep 23, 2021
Thursday Sep 23, 2021
David and the crickets' final say on Time Blocking - 5 Part Series
Blocking everything you are doing in order to control your time as opposed to having it control you.
Your Reward: everything that you need to do, by you, can be completed in 20 to 30 hours a week.
Thursday Sep 23, 2021
Thursday Sep 23, 2021
Time Blocking continued.... Can you be productive when you are interrupted? You reap what you sow! Setting clear times for calls helps you and your clients.
Wednesday Sep 22, 2021
Wednesday Sep 22, 2021
More from the On the Road. Time Blocking - Five Part Series
David (and the crickets) discuss: Controlling yourself helps you control your clients, create expectations and control the time available for what is essential.
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
After delegating, group your activities into categories that relate to each other. "I feel the stress draining away already...".
Monday Sep 20, 2021
Monday Sep 20, 2021
On the Road Series
David (and some crickets) discuss time blocking. Consider it a better way for time management. First things first: record everything you do and allocate appropriately.