Are you ready to stretch beyond the AUM model and grow your business through Fee-for-Service offerings to your financial planning clients and prospects? Join financial services industry experts Michael Kitces and Bill Bachrach for a 30-minute conversation all about fee-for-service. Register now for this Nov. 3 special free event: https://youradvisorroadmap.lpages.co/fee-for-service/ You’ll learn the… Read More
Find Your North Star: 4 Insights for Goal Setting
The North Star (or Polaris), located directly above the North Celestial Pole, holds a lot of meaning. While it’s not the brightest star, it’s easy to locate. As an actual, noteworthy, and reliable point in the night sky, it’s a significant symbol for guidance and achievement. Consider these examples. For centuries, ships relied on celestial… Read More
4 Forms of Accountability You Need in Your Life
Accountability is more than just a friend that calls you up occasionally to make sure you’re sticking to your weight loss goals. It’s also more than the occasional roundtable discussion with business colleagues checking in how everyone in the group is doing in terms of hitting their quarterly financial goals. True, meaningful accountability serves to… Read More
Keep Taking the Next Step to Achieve Your Goal
Not “all the steps,” just the next step. If you feel overwhelmed by a goal right now, it’s probably because you are thinking too far ahead in the process. When this happens, instead of trying to organize your thoughts into immediate next steps, you stop. Which in turn means you do nothing. Fear wins. We need big-pictures… Read More
4 Time Management Principles Guaranteed to Help Accelerate Your Results
Time management is not just a buzzword that you can throw around but never dig into. It’s also not something you try on for a week or two and become instantly successful at. If you want to truly accelerate your workday efforts and get more done in less time, it will require discipline and humility…. Read More
Check out my Interview with Daryl Woodhouse – Healthy Life-Work Balance Expert
Daryl Woodhouse has appeared on 200+ stages, workshops and conferences, live and virtually across 60+ countries. From his experience, Daryl knows that a healthy life-work balance isn’t just good for your wellbeing, it has a profound impact on business success. Daryl equips leaders and entrepreneurs with all they need to achieve more, work less, and… Read More