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Help me to help you…

Dear Financial Advisor,

As the summer winds down and business gets back to work as usual, I have a question for you that helps me to help you.

What Are You Struggling With In Your Financial Business Today?

Please comment with your answer and say hello. I like getting to know you. And if nothing comes to mind, it’s ok of course.


10 Self-Esteem Tips from The Social Importance of Self-Esteem

The Social Importance of Self-Esteem

10 tips provided by the ‘The (California) State Task Force to Promote Self-Esteem and Personal and Social Responsibility.’  1986-1990

(Note: 2014, I can no longer find this list online)

1. ACCEPT YOURSELF. Every day when you get up, say to yourself, “I am a worthwhile and lovable person, no matter how many “mistakes” I make.


Twisted Thinking: Your Thoughts Might Not Be Right

Definitions of Cognitive Distortions

Cognitive (thinking) distortions are exaggerated or irrational thought patterns.  Psychiatrist Aaron T. Beck laid the groundwork for these distortions. Later his student David D. Burns popularized the concept in The Feeling Good Book.

I first came across this concept in 1991 while suffering with anxiety myself.  I was fortunate to get some short-term help from “Freedom From Fear”, on Staten Island.  


Do you know what makes you fascinating?

If there’s anything I know about my clients and online community it’s that they are life-long learners who just LOVE learning! And this post is about a gift to a no-cost-to-you opportunity that I believe you’ll enjoy — as much as I did. PLUS you’re bound to get some really good use from it in your business, too.

Your personality has specific advantages.


30+ Ways FAs Sabotage Their Firms’ Growth

Hand reaches out from big heap of crumpled papersI see it happen all the time. Advisors, especially those who are independent, have good intentions to run a viable, profitable business, serving great clients the “right way” and living an exceptional life doing what they love doing.

Advisors expect, rightfully, that as they gain new clients,  they’ll hire help, build a wonderful website, create a great team, and do the things they enjoy in an office they’re proud to have clients walk into.  


Gain More Exposure With This Often Missed LinkedIn Feature

Often, when I conduct a search on Bing or Google for a firm, what comes up first is the company’s LinkedIn Profile — or an employee’s. It’s strange, but true. A LinkedIn profile shows up even before the website they spent thousands of dollars to create!




Using LinkedIn

When you use LinkedIn, you’re using it personally. That’s why the User Agreement states that you must upload a personal photo on your profile and when you fill in the profile, it asks for your first and last name.


8 Strategies for the Wishful Independent Financial Advisor

If you’re considering leaving a wirehouse or B/D, don’t do it the hard way! Instead, carefully plan your exit, taking into account everything involved to make your move in addition to starting and growing a business. Leaving your job before you are really ready will cause you added frustration and big changes are stressful enough!

Your business will have a greater chance of succeeding, independently, if your game plan includes adjusting your attitude, getting your dreams in order, and physically preparing for your new business before you hang that shingle.


Advisors: It’s time you move out of your home office. Now what?

You’ve made the decision to move out of your home office or out of the cafe into a main-street office.  You’ll be expanding in the next 5 years, intend to hire an associate (or two), a full time receptionist/office manager, etc.

This is a real life situation many advisors go through.  Hiring a Realtor is a great idea.  However, if you don’t have a well thought out ideal office list, your Realtor is going to drive you ragged — and it’s your own fault.  


Give Your Financial Business a Tune-Up

Our Business Tune-Up Assessment will help you measures 46 key indicators of a successful, profitable business.

New to business or an old pro, the first step to growing a business is to assess where you are right now. Why? Because those things that need “immediate fixing” will be placed in your Growth Plan’s goals, where you’ll create strategies and action plans to make changes.