Why Presence of Mind Is Crucial for Financial Advisors Success

Why Presence of Mind Is Crucial for Financial Advisors Success

Let’s talk about presence of mind.

When wagon trains traveled across America, the trips were fraught with peril. Wagon masters hired scouts to go in advance of the wagons to look for potential danger. All human beings are hardwired to be on the lookout for danger. To be forewarned is to be forearmed.

The media serve as today’s scouts. We want to know what dangers lay ahead. To be forewarned is to be forearmed. And the media outlets do a great job. Be careful!

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Every Time You Sit with a Client, Your Leadership Skills Are on Display

Every Time You Sit with a Client, Your Leadership Skills Are on Display

I want to remind you that next to the family doctor, you are the most important person a family will meet. You are not a vendor. You are the person who has been chosen to lead this family to their safe retirement heaven. The burden is on them to make the sacrifices necessary to guarantee peace of mind in their later years. The burden of you is to make sure they do it.

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