Category

Personal Development

Am I The Only One?

By Organizational Development, Personal Development

Are you the only pink flamingo in your work group? My friend Pete retired about a month ago from a thirty-five year career as a “wholesaler” in the financial services industry. He enjoyed his work, his colleagues, and most of all the end users of his offering – the financial advisors he served. His vocation offered a great living for he and his family and is now providing a very comfortable retirement life-style. I answered a phone call from him last week with a typical “hello”. My greeting was countered by hearty laughter on his end of the line, followed by,…

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#1 Reason You Need A Good Financial Advisor

By Personal Development

“The market is too high – get me out before it crashes!” This is what Rudy said to me when I answered his phone call on December 2, 1996.  Within an hour, I received the exact same message from Edwin.  Neither of these gentlemen knew each other, but it was as if they did. The S&P 500 Index closed that week at 757, up 25.1% from the previous 12 months and up a whopping 66.7% since the first week of December 1994.  Rudy and Edwin, both in their sixties, wanted to get out and take their profits, wait for the market…

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What’s My Line?

By Personal Development

Where do you draw your line? A few years back my wife noticed a persistent beeping noise coming from the garage.  Upon further investigation she realized that it was originating from the control panel of Buddy’s invisible fence.  Buddy was our family pet at the time, a high-energy yellow lab.  The beep is a warning signal that is transmitted whenever the electronic fence has been compromised.  When the boundary was broken, Buddy’s shock collar no longer worked, and he had the ability to escape the confines of his half-acre playground, without a sharp pain to his neck. But here’s the…

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Are You In The Drone Zone?

By Personal Development

Do you sometimes feel like the regulators are running your practice instead of you?  Like your business  lacks direction?  Trying to find purpose in your role as an Advisor?  If so, you may have entered the “drone zone.” Everybody knows what a drone is – a flying robot known as an “unmanned aerial vehicle.”  These flying machines got their name from the real drones – male honeybees. A few hundred drones live in a colony (hive) with about fifty thousand females called   worker bees and one queen bee.  Drones gather no nectar or pollen and have no stinger.  The…

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Suffering From Hurry Sickness?

By Personal Development

Do you find yourself with no time to think?  Running at an unsustainable pace?  Need a retreat?  You’re not alone! General Oliver P. Smith was a highly decorated combat veteran and Commander of the 1st Marine Division in the Korean War.  In November of 1950, he was given orders to go as fast as he could north to the Yalu River, the border of China and North Korea.  Rather than move at the pace commanded, he continuously slowed his division’s march to the point of near insubordination. But he didn’t just drag his feet.  All along the way he established…

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