Give clients what they most want
One of the biggest misconceptions about financial advisors’ success is the idea that their services, planning and advice are what clients want most. They’re not. Clearly, your services, advice and recommendations...
Tag Archives: mindset
3 life-changing decisions for never-ending growth
There were three critical decisions I made throughout my career that helped me grow. They took me to MDRT, then Court of the Table and, ultimately, Top of the Table....
MDRT favorite videos: Limitation-crushing mindsets
At a certain level in your career, it’s often not a lack of skills holding you back from what you want to achieve but your mindset. Once you develop the...
Visionary thinking: Discover extraordinary possibilities
As a financial advisor, you can learn the nitty gritty of every financial product in the book and memorize a plethora of scripts about referrals, and you will likely do...
Achieve the success you want
The concept of overnight success is a myth. Hard work, consistency and grit are the key ingredients in achieving our goals, allowing us to do more and be happier while...
5 prosperity mindsets
I believe you achieve true happiness and prosperity by serving others with honesty and sincerity. I believe true success is measured by the lives we impact and the communities we...
How to overcome objections and ensure client satisfaction
As a financial advisor, how you handle objections shows clients how you prioritize their best interests. The following method of objection handling, which is a two-pronged approach of process and...