What will make you great at your business is the same thing that made Leonardo Da Vinci and Albert Einstein great at their businesses—a deep seated, insatiable, absolutely have-to-know, fanatical form of curiosity.
Today’s clients are keen on the idea of alignment between their personal values and account values. Are you ready to bring it?
Keep your connections vital if you want the best of your mature years. If you trade those connections in, be sure of what you’re trading for.
With the coronavirus and the financial market volatility, clients and potential clients are anxious and they want to work with an advisor who can have a deep dialogue with them and understand the full cycle of emotions that many of them are feeling right now.
Given the choice of addressing either an effect or a cause, a strategic thinker would always prefer the latter. A person constantly putting out fires without understanding the cause has a limited ability to control situations.
Instead of accumulating money for the goodies it can buy, we see people moving toward using money to live the best life possible with the money they have.
Yes, it’s important to save and to delay distributions as long as you can, but it is also important to keep an eye on the radar of life and be vigilant regarding the obstacles that stand in your way.
How do you start investing in yourself? It’s a simple question that requires a complex array of answers.
Wisdom is transferred only when we become intentional about it––when we settle on the idea that the pursuit of financial wisdom in financial decision‐making is our chief value to our clients.
The ROL vocation is the raison d’être for the ROI vocation. ROI is how we invest—ROL is the reason.