The 90 Second Coach for Financial Advisors

Actions Determine Attitude

Act enthusiastic and you'll be enthusiastic! Changing your behavior changes your attitude---not the other way around.

Now's The Time

It is never a 'good' time BUT now is the time. The opportunity today is unprecedented.

Process Vs. Proposals

Eliminate the proposal. Stop wasting your time. Do you ask an accountant to do a few tax returns prior to engaging?

New Associate

Phone protocol...developing a relationship rather than just answering the phone.

Be Prepared

As a good Scout, you know that Lord Baden Powell coined the motto: Be Prepared. In the financial services industry today, this is more important than ever before.

Your Brand is You

Every picture tells a story.

Anything is Possible

Anything is possible if you don't get lazy...

Err on the Downside

The Presidential Election - what are we telling our clients?

Quick Tip - Guilt Free

Unexpected events ..... embrace the guilt free mode.

Call, Call Again

To get referrals, the most important thing to do with your current clients, again, is to...