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Financial Advisors Live Event

Where is your time going?

What meeting, what relationship, what effort brings you closer to your goals? Let’s take a time inventory.

Can’t Do It All, Can You???

When you try to do everything yourself, your business suffers. And you invariably feel the stress. You may worry that when you are not around to keep an eye on things, your company could grind to a halt. These can be common thoughts… But they do NOT reflect the mindset of high achievers. Top performers […]

Beginning is Easy, Finishing is Tough

If you’re feeling like you need to start over again, and you have a good plan. Don’t give up just get focused, focused on shorter periods of time.

Be Your Clients Truest Fan

In business and in life, it’s easy to fall into ruts. We stop thinking about the “whys.” And just go on with the “dos.” You’re asked… “Why are you doing that?” And you answer… “Because we’ve always done it that way.” Inventor, Charles Kettering, once said, “If you’ve always done it that way, it’s probably wrong.” […]

Authors Who Lead

Authors Who Lead Azul Terronez Rob Brown

In this podcast, we talk about the book’s backstory. Hear a positive message about achieving worthwhile goals.

7 Shifts That Change Everything

For Advisors Who Want to Grow AUM, Show Up Where It Matters Most, and Serve with Purpose