01
DecDon’t Be a Loser. I’m sick and tired of seeing good financial advisors struggle on a day-to-day basis. It’s been frustrating in the past year to watch so many otherwise great people, accomplished business people, and sincere entrepreneurs struggle financially. Advisors just struggling, sacrificing along the way, and not running their practice as well as they should. […]
20
Nov(Excerpt from The Mile High Maverick) It’s been interesting over the last couple of weeks. We had a fabulous coaching call to kick-off March, with Toby Milroy and I extensively covering the new promotion and the A-Z of back to basics on the new client introductory process. Next, I made quick stops in San Diego, Los Angeles,[…]
17
NovThere are many effective styles of leadership, probably, as many as there are different personality types of employees and bosses. That said, there are several secrets to leadership in any organization and becoming a better leader overall. Leadership Secret 1: Vision You must have a clear and compelling vision for the future of your organization. These are[…]
