What Are You Passionate About?
In recent weeks, I have had so many conversations with people where passion has come up in various ways. So, I thought it would be good to put some more energy into it by commenting on it in my blog. I even did a very interesting interview with one of our Wealth Mentor’s last week […]
Sow Into Others Lives and Grow Your Own
Last week a colleague of mine sent me the following quote: Every time you build into the life of another person, you launch a process that will never end. ? Howard Hendricks This quote has a very powerful message which I feel all of us should think about and action. You do not necessarily need […]
What is Balance?
During a recent Wealth Mentor Training with a group of financial advisors we were discussing our definitions of a Quality Life. A number of advisors made a very key observation: Is there such a concept as a balanced life? Can a person really have balance? This discussion really hit a chord with me as this […]
Who is Your Client?
I have had some really interesting conversations with advisors during the past few weeks during presentations. In particular, when I have been talking about family dynamics and asking the question who is your advice really impacting? Generally, the obvious answer would be that your client is the person who currently has the wealth for which […]
Entrepreneurs Feedback – What Makes People Successful
In a discussion with a group of entrepreneurs, I asked them the question: What Makes People Successful? I enjoy asking questions like this. I always learn something from others perspectives and insights. It gets me to think at new levels. As you may expect dealing with a diverse group everyone’s responses were great and quite […]
Personal Confidence…..Remove the Gremlins
How confident are you in the business, financial and life decisions you are making? Do you have times of doubt? Have you ever created thoughts in your mind that are not reality, or what can be called gremlins? These questions are equally valid whether you are an investor, executive or advisor. When you have confidence […]
Your Likeability Factor
Do you know what your likeability factor is? What do others say about you? What do you say about yourself? I recently read a book called “The Likeability Factor” by Tim Sanders. The message of the book was to focus and continually reinforce all of those aspects about you that are likeable and further, to […]
Advisor-Client Chemistry
Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as the client selecting the right advisor. In the end there must be a mutual relationship with the parties comfortable with each […]