Here’s the latest installment of our Monday 90 second video that addresses something we all need – a way to eliminate the noise and focus on the essentials….specifically, 2 steps to better manage your required reading.
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In 1901, Charles R. Walgreen opened a drug store on the corner of Bowen Avenue and Cottage Grove in Chicago. Within 12 years he had four stores on Chicago’s South Side. Last week Mr. Walgreen’s chain of pharmacies replaced long running stalwart General Electric as the newest company to be listed on the Dow Jones Industrial Index. To borrow a reference to famed Chicago White Sox Shoeless Joe Jackson; “Say it ain’t so, Joe!” GE became a member of the Dow in November of 1907. In the last two years the Dow is up nearly 45% and shares of GE…
Today is the first day of the rest of your life!… a.k.a. day #1 of your New Year’s resolution. This is the time the majority of us will discard our bad habits, magically replacing them with good ones like broccoli, brussel sprouts, and tofu. At least that’s our plan. I hate to be the bearer of bad news, but the truth is as follows (source: www.StatisticBrain.com): 58% of us will make New Year’s resolutions 73% of us will stick to them for one week 68% will make it two weeks Only 9% will report success on their resolutions twelve months later…
Why hire a coach? This Harvard trained surgeon, Dr. Atul Gawande, has studied this question with a surgeon’s precision. He shares what he’s found to be the key. Having a good coach to: He says having a good coach… Provides a more accurate picture of our reality Instills positive habits of thinking Breaks our actions down and then helps us build them back up again “It’s not how good you are now; it’s how good you’re going to be that really matters,” Gawande says. Join the 370,000+ people who have viewed this TEDTalk to hear Gawande tell WHY he did it and HOW…
Want to help your clients retire with a great ROL (return on life)? Then help them with something other than their money. Help them with the things money can’t buy; purpose. An article from Inc., states that 91% of happy retirees are either “very” or “extremely” comfortable with their sense of purpose. On the other hand, 89% of unhappy retirees are either “slightly” or “not” comfortable with their sense of purpose. The Advisor of the future will help people attain their financial goals and their life goals. If Stephen Covey was right when he said, “Start with the end in mind”,…
“The coach doesn’t have to play the sport as well as you do. They have to watch you and get you to be your best. A coach is somebody who looks at something with another set of eyes, describes it to you in his or her words, and discusses how to approach the problem.” –Eric Schmidt, former CEO of Google What’s the best business decision you’ve ever made? That’s an easy one for me. It was hiring a personal coach seven years ago. I was at a point in my career where I needed an “outside-insider”, someone I could pay…
Blog subscribers, we thought you’d be interested in this interview conducted by Rob Shore of Wholesaler Masterminds. Rob interviews Bill on his “New Wholesalers Mastermind Radio” program. The 25 minute conversation addresses the topic of how to differentiate yourself from the rest of the crowd in order to take your business to the next level. In addition to the podcast, Bill was a guest blogger on Rob’s website with his post “You Can’t Fool The Players.” Click here to listen to the interview and to read Bill’s post: “If You Don’t Differentiate, You Don’t Resonate” Take this quick 10 question…
The #1 thing affluent clients want from their Advisor is a high ECQ (Empathy & Competence Quotient). Do you have it? Before launching my consulting and practice management coaching business, I served as a Director/Market Executive with Merrill Lynch, where I had responsibility of leading Financial Advisors in one of our Southeastern markets. A couple of times a year I would take groups of twelve or so Advisors on an “EC field trip” to visit one of the top Advisors in our firm, Jeff Erdmann. Jeff grew up in modest surroundings, attending Ohio Wesleyan University where he earned his bachelor’s degree…
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,…
“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…
