The 90 Second Coach for Financial Advisors

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?"

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...

Always reference your process for instant respect, appreciation, clarity and understanding. The simplest segue from casual conversation to business. Always.
 

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?

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.

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.

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.

After delegating, group your activities into categories that relate to each other. "I feel the stress draining away already...".

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.

From The Ideal Life process. (4 minutes)
A simple and easy exercise in the spirit of beginning with the end in mind. Knowing where you want to go makes it more likely you will get there.