Getting Back on Track
I’m often asked what I read. One of the things I read is the Motivational Manager. They once reprinted an old treatise written by Harry Joiner at...
Take Charge of Your Own Destiny if You Want to Be a Successful Advisor
If you want to succeed as a financial advisor you need to understand that you, and you alone, are in control of your career. Your future success relies on...
Five Skills That Will Make You Stand Apart from The Crowd
Hard skills can be learned from a book. They’re the skills most of us spent 16 years in school focusing on. In contrast, there’s no clear path to learning...
How to Be a Better Prospector
To succeed in this competitive industry, you need to be creative when it comes to acquiring new clients. No one universal approach is likely to be your Holy Grail...
Read This if You Need a Boost in Self-motivation
At some point in your career as a financial advisor you will experience a lack of motivation. When this happens you can either stay unmotivated and fail, or develop...
Am I Oversimplifying Things?
Brad from Southern California is a Merrill Lynch advisor. He sent me an email, which is in a way, funny, but poses a very serious question nonetheless. “Don,...
Happy 4th of July
Nations throughout the world celebrate important holidays in ways important to its citizens. America has eleven federal holidays and each is special. The Fourth of July might be the...
Common Mistakes New Advisors Make – Ones that Could Ruin Your Business
There are many pitfalls to face when you’re first starting out as an advisor and mistakes are easy to make. Look out for these potential mishaps because they could...
Financial Advisors Who Lack These Soft Skills Often Fail
The ability to master soft skills is key to your future success as a Financial Advisor. In fact, it’s easily as important as how much technical knowledge you have....
How Do I Get People to Call Me Back?
I heard this great question from Jesse in Grand Rapids. Jesse said he was having difficulty getting people to return his calls, after supposedly thinking about his proposal. He...