A financial advisor that I coach said to me that obtaining referrals is “luck of the draw.” I said how do you make the “luck of the draw” happen on purpose? He hadn’t really thought of it that way before. So we came up with a process to help him obtain referrals from professionals and… Read More
Telling the Truth has its benefits!
Can I succeed telling the truth? Not only can you succeed by telling the truth, you can thrive telling the truth. The reason is that you will attract the ‘right’ clients, who have lots of money, who can handle the truth, and prefer the truth. Telling the truth can actually give you a competitive… Read More
Let clients invest with you when they want to
In talking with someone I coach today, he mentioned that he has a 5-step sales process for obtaining clients. What do you think about having that many steps to obtaining a new client? What if the prospect is ready to buy in one or two meetings? I asked him that question. His response was that… Read More
Always put yourself in the highest probability position to achieve your goals
Prepare the night before for your next day’s events. Print out your schedule for the next day and have everything you need to realize the results you want from the activities listed. For every appointment or activity you do, you always want to think about what is the result you want to have happen and… Read More
Time Wasters
Time-wasters do nothing but impede or delay the ideal life you are committed to creating. The good news is they are simple to eliminate. They simply become something you used to do when you were okay with staying where you were. The difference now is that you are ready to move on and create your… Read More
It’s okay to have a thought you DO express!
My husband has an expression, “It’s okay to have a thought you don’t express.” This can be very useful at times. I also believe it is okay to have thoughts you do express. Many times we are thinking something and we don’t say it, and we should so we know the truth about the situation…. Read More