Roller Coaster Vision
Your vision for success is a personal decision that shouldn’t ride the roller coaster of up and down markets. Being engaged is all about developing and maintaining a passion for your clients, your career and your personal interests. It requires a steady commitment to your vision through both the good times and the tough times. […]
Too Busy
Have you ever gotten so busy that you stop doing something you really enjoy? I have. A few months back, I received an email from a member of my old website (encoreadvisor.com). He asked me where I was hiding. Turns out he was looking for a campaign that I had created several years back. “That’s […]
How To Make Sure You Finish Strong
Take a moment to think back to the last time you stumbled upon a fabulous idea. Maybe this new concept was about your financial practice or maybe it had more of a domestic spin to it. Regardless of the idea, the all-important question is whether you followed through with your plan. I would bet that […]
Instilling Team Confidence Under Pressure
During an uncertain or falling market, you need to be aware of the way economic events affect you and your team. The same stress your clients are feeling could be impacting the folks who help you run your practice. Whether they’re thinking them or asking aloud, here are some of the questions your teammates may […]
Retirement Income Reality Check
These days, retirement is on every boomer’s mind. And with good reason. With the economic meltdown impacting retirement savings, unemployment at a high water mark and Social Security and other government programs under pressure, your clients may be experiencing a trifecta of bad news. Many pre-retirees are questioning whether they will ever retire. Fortunately for […]