The Financial Advisor‘s 90-Second Coach Podcast
Introducing David Miller‘s short ‘rants‘ and candid conversations with financial advisors, answering their FAQs and problem solving on how to create the business they desire. As he travels across North America in his Airstream trailer, listen to David‘s unmatched advisory and coaching experience built from his 40 years of successful consulting with advisors and their teams. Visit David‘s website mindset.solutions to find out more about his one-on-one consulting.
Episodes
Are you saying what YOU want to hear or what your CLIENTS want to hear? Be clear and know how to explain things so they will listen.
Part 2 of Your Next Chapter
Have you considered what your life will be like in Your Next Chapter, fulfilling all your wishes with no regrets?
Keeping it simple and focus on the 20% that accounts for 80-90% of your productivity.
Your intro kit anchors your process and gives people language to describe you. Left to their own devices they feel uncomfortable and confused. Be clear and precise.
Your Value = Your Why x Your How x Your What. Consider this example of a restaurant.
Brand Called You: Yes we are all known by our individual brands represented on social media, our web sites and our electronic communications. Tom Peters was spot on in his issue In Fast Company in 1997! https://www.fastcompany.com/28905/brand-called-you
How are you going to organize a client's personal financial circumstances and how are you clearly going to define this for them? Most advisors fail to describe their value. "Why would I value what you can't explain?"
A Cautionary Tale. Be forewarned! FINRA does not take it lightly and has prosecuted advisors for not revealing the option of a fee based account. Will your company come to your defense? Probably not...
Are you ready? Company sells. Your situation becomes unbearable. More bad press. Are you preparing your clients for the possibility of you leaving your present company?
David and the crickets' final say on Time Blocking - 5 Part Series
Blocking everything you are doing in order to control your time as opposed to having it control you.
Your Reward: everything that you need to do, by you, can be completed in 20 to 30 hours a week.
Time Blocking continued.... Can you be productive when you are interrupted? You reap what you sow! Setting clear times for calls helps you and your clients.
More from the On the Road. Time Blocking - Five Part Series
David (and the crickets) discuss: Controlling yourself helps you control your clients, create expectations and control the time available for what is essential.
After delegating, group your activities into categories that relate to each other. "I feel the stress draining away already...".
On the Road Series
David (and some crickets) discuss time blocking. Consider it a better way for time management. First things first: record everything you do and allocate appropriately.
From The Ideal Life process. (4 minutes)
A simple and easy exercise in the spirit of beginning with the end in mind. Knowing where you want to go makes it more likely you will get there.
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