motivation

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Best Books for Financial Advisors to Deepen Your Self-Awareness

This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.

2022-06-06T15:25:43-05:00By |Blog-Podcast, Coaching, Growing, Leader Interviews, Managing, Planning, Practice Management|Comments Off on Best Books for Financial Advisors to Deepen Your Self-Awareness

Introducing “Actionable Intelligence,” my new podcast for Barron’s Advisor.

Subscribe and listen to my new podcast that I'm hosting for Barron's Advisor.

2021-03-15T14:55:30-05:00By |Barron's Podcast, Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Introducing “Actionable Intelligence,” my new podcast for Barron’s Advisor.

5 Resilience Lessons for Thriving Beyond the Pandemic

Guest author Joseph Michelli, Ph.D. shares 5 actionable insights and resilience lessons for thriving beyond the pandemic.

2020-12-24T12:43:00-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on 5 Resilience Lessons for Thriving Beyond the Pandemic

More Money or More Time?

What’s more important: having a billion dollars with little time left or having a million dollars with 31 years left?

2020-12-09T12:32:46-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on More Money or More Time?

Revel in the Pursuit of Mastery

The highest AUM financial advisors I've worked with are in pursuit of mastery and they revel in it. This is what mastery means to me.

2020-12-07T12:16:30-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Revel in the Pursuit of Mastery

Random Parts vs. Integrated System

Approaching your business or life from a system framework is the only way to ensure you’ll get an optimal result.

2021-03-28T15:39:35-05:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Random Parts vs. Integrated System

New Shore or New Eyes?

Using the dual lens of "new shore or new eyes" will help you make better decisions.

2020-11-27T06:05:48-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on New Shore or New Eyes?

Tiger Woods Shoots a 10 on a Par 3

Tiger Woods is arguably the greatest golfer of all time. Yet it’s not just because of how well he hits a golf ball. It’s also because of how he thinks.

2020-11-16T14:52:34-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Tiger Woods Shoots a 10 on a Par 3

How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior

Dr. Elliot Berkman discusses the concept of the will and the way and how to increase our motivation and influence other people's behavior

2020-03-10T07:53:39-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior