Advisors

You work long hours. You give everything you have to your clients. But something is missing. Something feels “off”. 

Does this describe you or your business?

Many of my students describe an industry that they love and adore, but face a reality of diminishing returns.  High overhead and more staff; constantly researching new products that rarely deliver on any promises they made to you and your clients.  Fancy new software.  Fear creeping in as world events, including the advent of Artificial Intelligence have you second guessing everything you thought you knew. 

I don’t pretend to have all the answers or a magic bullet, but I do have many of the answers to help you in your business because I’ve been down the same road as you.

For 20+ years I have been both an advisor to private clients and corporate coach to financial advisors. Early in my career I would attend conferences and training sessions and walk away ready to implement what I learned. I would spend hours and entire weekends learning my craft in my D.C. apartment while my friends were out on the town living a large life. No one understood me..how could a 23 year old choose one over the other? Wasn’t I wasting the “best times of my life”? When I was confronted by my friends back then I couldn’t really verbalize why I was doing it my way vs. theirs. 

I was operating on instinct; or so I thought. 

Later, I discovered that what many would call instinct, I now know is a combination of a value set coupled with discipline. One of those (value set) is built in, it is God given and stamped into me; the other (discipline) is a learned skill. 

As time marched forward I noticed that I was succeeding while others failed. Not just other advisers, but other people in general were failing. They were failing financially, relationally, spiritually, and with their health. I didn’t give much thought as to why and for a time I believed that I was basically just “lucky”. It wasn’t until I began flying around the country and spending days at a time in front of a room full of people where I began to formulate a different opinion as to why I was winning where others were not.