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Square Pegs, Round Holes
One fault many financial advisors (and their management) have is that they believe others should be just like them. If that were the case, either they, or their team members would not be necessary....
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The Power Of Words
This morning while watching the news about Hurricane Sandy on TV, a Weather Channel anchor was describing a view of the storm from the International Space Station. She mentioned the image showed the...
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The Fork In The Road
Professional Advisors have become totally immersed in the upcoming Presidential Election, to the point ofĀ obsession, depression, and end-of-the-world-type visioning. This type of thinking scares me....
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Be Thankful! Five Reasons Why Americans Should Celebrate
Thanksgiving 2012 finds many Americans out of hope, out of work. out of money, and out of dreams. We face many daunting challenges as individuals and as a nation. Why should we be thankful with the...
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Annual Review Or Annual Celebration?
Traditional business planning calls for conducting annual reviews of results, processes and people. Unfortunately, these reviews often produce shock and surprise for those who own, manage, or work in...
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The Window To The Saleā¢
āThe eyes are the window to the soul.ā ā English Proverb Thereās no question peoples eyes (along with other facial expressions, body language and other non-verbal clues) reveal a great deal about what...
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So What Do I Do NOW?
Itās the most wonderful time of the yearā¦BUSINESS PLANNING. Advisors across the hemisphere are planning for 2013. However, we tend to forget Business Plans contain four critical elements: The...
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Get Ahead Of The Curve
You are back from the Holidays. Itās a new year. You rested, relaxed, recharged. You have your business plan in place.Ā One piece of advice: Get Ahead Of The Curve! Playing catch-up can be a challenge....
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The Process: Part II
Four short months ago I wrote a post called āThe Processā. This post discussed The Alabama Crimson Tide football program coached and run by Nick Saban. Last night, execution of āThe Processā resulted...
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Questions To Ask A Prospective Business Coach
Consulting and coaching makes sense for almost any business, but ONLY if they bring REAL value to the client in the way of tangible results. If you hire a business coach, make sure you select a person...
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Get Out The Fine China! A Client Is Coming!
Do you ever have clients in for breakfast, lunch, or dinner meetings? When clients arrive, does your team offer coffee or other beverages, along with a snack? In the case of evening appointments, do...
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Should You Have Small Goals?
Small Goals? Really? On a flight yesterday to a speaking engagement in Florida, I picked up the Delta Sky Magazine. In an article on style and fashion, I read an interview with Heidi Klumā¦and received...
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Perspective
This morning I thought I saw some movement in the room in which I was sitting. As it turns out, it was a reflection from outside on a granite countertop. I was fasinated by how moving my head ever so...
View ArticleDo I Smell Bad: Lessons From The Deodorant Isle
Next week I travel to New Orleans to speak to an audience of CEOās in a Vistage Group facilitated by Joe Liss, CPA. Joe has been a good friend and mentor for many years. Back to this audience. These...
View ArticleAttack Your Day With Joy & Passion
Imagine doing something you love more than anything. Imagine the feeling of exhilaration. Maybe it's looking down from a mountaintop. Possibly crossing a body of water with a full sail and no land in...
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