As you know, your career in financial services involves a large amount of selling, whether it’s selling yourself and your services to a prospective client, selling an investment idea to a client, or selling your core financial planning values to your current clients. A large percentage of advisors with whom I consult tell me that […]
Continue readingDuring these days of relative market flatness, with no negative economic or world events looming, advisors find it relatively easy to deal with the variety of personality types in their financial practice. But, when the market inevitably tanks or develops remarkable volatility, it is obviously very unsettling. One of the main reasons is because those […]
Continue readingIn essence, all of our stress is actually self-imposed. What do I mean by that? Events and situations that advisors deal with do not cause advisor stress. It’s not the event, but your interpretation of the event that either causes stress or relaxed feelings. The choice is yours. It’s all about the conversations you have […]
Continue readingGame 7 of the NBA champion series was the most highly rated sports show in decades. Here was the defending champion, Golden State Warriors, and they were playing at home for the championship. LeBron’s team (the Cleveland Cavaliers) had been down 3 games to 1 before they tied it up at 3-3. Never before had […]
Continue readingI was recently in a doctor’s office, and he related to me that he is suffering from “provider burnout.” Sadly, this is something that is becoming more and more common among professionals in all types of service-based industries. Is this a new epidemic or just the result of a more common and easily fixable problem? […]
Continue readingI am currently reading a fabulous book, Confidence: How Winning Streaks and Losing Streaks Begin and End, by Rosabeth Moss Kanter, from the Harvard Business School. As I read, I am struck by how she defines true leaders, including those who are the stewards of our wealth. In my experience working with the financial services […]
Continue readingStress mastery is an important skill for everyone, regardless of their career or industry. For financial advisors, stress mastery can help you perform better under pressure and better deal with difficult clients. The key to stress mastery is understanding that events themselves do not cause your stress – you cause your own stress by the […]
Continue readingMost benefits firms assume that the key determination for CFO’s in their choice of employee health benefits packages is return on investment (ROI) and their desire to get the cheapest option. But in a new survey of 345 CFO’s conducted by the Integrated Benefits Institute (IBI), a national nonprofit research firm supported by more than […]
Continue readingCorporations seem to be taking employee wellness more and more seriously. As employee health issues are increasing, and the subsequent healthcare costs are rising, it’s no wonder that more executives are jumping on to the wellness program bandwagon. The truth of the matter is, when corporations embrace the core values of promoting employee health, the […]
Continue readingIt’s that time of year again. So many of us resolve to do this or that right after New Year’s celebrations. Why do we wait for the New Year? The answer is that somehow we magically believe that putting the old year and the unfortunate habits we maintained behind us, gives us a fresh outlook […]
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