Imagine yourself the “Mike Holmes” of your client’s finances. Mike Holmes of the television show Holmes on Homes leads a team of expert trades people to repair homes. Building and leading an expert financial team is the future of the general practitioner. No one...
There are two ways to be a success in the financial services business: 1. Work like a dog – do it all. 2. The right way – focus your efforts. I just returned from a couple of speaking engagements in Singapore and heard a wonderful story about this. After talking about...
I visited recently with TOT member Van Mueller after a Wisconsin NAIFA talk. He told me he was just speaking with a struggling advisor looking for help. Van asked a deceptively simple question that revealed the advisor’s problem. “Do you have a hobby?” “Fishing” he...
Confucius said: “Choose a job you love, and you will never have to work a day in your life.” I think the job you love should also be one in which you are well paid and at which you excel. Even as a rookie, that’s the key. Find that one thing you like to do, can do...
