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.
At some point, each of us is going to be the weakest member and we want to know that the rest of the ensemble has our back.
I’ve developed a better way to drive home the importance of living your values. I call them “non-negotiables.”
Often when I’m coaching financial advisors, I’ll offer one of these decision-making tools.
Generous listening is a whole mind-body experience. It’s about creating an inner and outer space where you can be present, open, and available to bringing forth an exchange of words, stories, and feelings that were there but not previously connected or expressed.
Does your homepage pass the five-second test? Or is your design getting in the way of communicating your message?
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.