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Episodes
The One Minute Gratitude Exercise
This morning, I was finishing up my Morning Success Ritual (MSR) and was going over my gratitude list. I'm blessed because I found my passion decades ago.
It's easy to get caught up in our crazy day to day life and...
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What to do When a Client Fires You
Let's talk about how to handle the situation when a client leaves us. It's happened to me and I'm sure it's happened to you. So it's not a question of how to prevent it unless you know you did not live up to...
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NJ/NY Mastermind Thoughts
I recently posted some random thoughts from our NJ/NY MasterMind.
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Truth About Getting To The Next Level
Recently, I did a private webinar for a group of advisors. In the Q and A section, I was asked, what's the key element to being successful long term as an advisor. We're not talking about having a good month or...
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The Most Important Investment An Advisor Needs To Make
When advisors think of an investment, most think of education, marketing or the practice. While all those things are accurate, the difference is between a person who succeeds at a high level and someone who just does...
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5 Words that Will Cost You Millions
I'm going to share with you today, keywords or phrases that cost advisors millions of dollars in their career and why it's so important that we get our arms around this. Not just as advisors, but as human beings also....
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Put Your Amex Away And Do The Work
A lot of advisors get themselves twisted because they see what everybody else does and they try to mirror or mimic that. At the end, they all end up collecting these "shiny marketing objectsā. When you really think...
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How to Get the "Yes"
Several weeks ago, I hosted my M2 Mastermind meeting in Clearwater. These are handpicked financial advisor clients of mine who come together several times a year to mastermind, strategize, and talk about best...
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How To Handle Adversity
In this episode, what I want to talk about is everybodyās favorite subject. Adversity. Right? Obviously, itās not. But if you live at all and youāre in business in any shape or form, letās face it adversity is going...
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How Dysfunctional Client Relationships Lead to a Dysfunctional Business
You're so afraid that you'll get fired by a client that you operate in a fear scarcity mode. You can never scale your business this way. Let me explain why. You can go ahead and make a decent or good living operating...
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Top 5 Elements of a Great Daily Game Plan (Magellan Core Five)
Recently I was asked what are the most important things an advisor needs to do? If you had to put some core principles on the table what would they be? In this video, I'm going to cover our Magellan Core Five. If you...
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How to Optimize & Leverage Your Business for Maximum Profits
What I'm going to do is share with you some new concepts,Ā something that I personally work on with my coaching clients for many, many years, but really don't talk about it here in a public forum. To find out how to...
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