The planning phase; you establish your goals, organize your team and formulate the success habits that will drive your success.  You strive to get more done in less time so you can increase your personal freedom.

Questions to Consider:  Do you establish clear goals? Do you understand the success habits required to accomplish those goals?  Is your team in place? Do you have systems in place to handle recurring activities and tasks?

The categories below provide you with resources to Navigate: YOUR TIME, YOUR GOALS, YOUR TEAM, and SPECIAL BUSINESS BOOSTERS.

YOUR TIME How do you get the ball rolling each morning? Rob Brown One of the greatest benefits of a membership in EncoreAdvisor.com is the opportunity for members to submit their questions on practice related topics. (I usually respond within 24 hours.) Recently, a Wealth Manager associated with LPL Financial in Wisconsin (and a new member) sent me an email with this question: "(Do you have) any tips on motivational tapes/exercises to get the ball rolling each morning?" This coaching session offers a handful of suggestions with links to even more ideas. . . . keep reading 10 Steps for Using Telephone Appointments to Regain Lost Time Rob Brown Telephone appointments are simply pre-scheduled phone calls; their use may help you recoup hours in the day. They may also allow you to increase the quality and quantity of time you spend with your clients and prospects. This article walks you though 10 step process for adding telephone appointments into your daily routine. What would you do if you had an extra hour (or more) each day? . . . keep reading More

YOUR GOALS The Law of Diminishing Intent By Duncan MacPherson, co-CEO of Pareto Systems In simple terms, the Law of Diminishing Intent states that when it comes to finishing a task that seems absolutely crucial at one moment, our motivation wanes at about the same rate as the task's significance in relation to other aspects of our life and business. This is largely due to the fact that the emotion associated with the action dwindles, causing the motivation required to finish the project to fade. This coaching session offers helpful tips for overcoming the Law of Diminishing Intent. . . . keep reading Jumpstart Your Marketing: Part Three - Developing Your Yearlong (or longer) Strategies Rob Brown My last two coaching sessions covered several simple client and prospect marketing activities aimed at giving your business a quick boost, but now it's time to step it up a notch. This week we'll begin to look at a handful of strategies that could carry you through the entire year. And over the next several weeks, I will be posting a series of Web Classes which will include complete campaign details as well as letters, scripts and action plans. . . . keep reading More

YOUR TEAM Is your vision for success riding the roller coaster of up and down markets? Rob Brown As a financial advisor, your vision for success should be a personal decision that doesn't ride the roller coaster of up and down markets. It shouldn't be overly influenced by outside expectations and observations. Engaging in your vision should be all about developing and maintaining a passion and commitment for your business that reflects your personal interests. This coaching session covers five important strategies for keeping yourself and your practice on track through both good and bad times. . . . keep reading Does your office need a spring cleaning? Rob Brown Spring cleaning sounds both boring and obvious. Yet, when taken seriously, it can add to your productivity and help you take your business to new levels of success. This coaching session, inspired by the results of one of my clients, offers specific tips for getting better organized. Armed with these ideas, you'll be better equipped to less stressfully achieve your goals. . . . keep reading More

SPECIAL BUSINESS BOOSTERS As a Financial Advisor, Your Work is a Labor of Passion and Compassion - Thank You! Rob Brown Here in the United States, we're approaching Labor Day weekend. Monday will be one of the "government holidays" that we seem to take for granted. As I started to write this post, I wondered about the significance of this often overlooked holiday. And I realized that this is a great time to tell you, as a financial professional, how important your "labor" is to your clients, community and family. Read this coaching session for some words of gratitude and admiration. . . . keep reading Five Questions for Assessing the Success of your Practice in Turbulent Times Rob Brown Each year at this time, I suggest the importance of conducting a first quarter business review. Although business conditions in 2009 are more turbulent than ever; this year is no exception. As the quarter winds to a close, take some time to look back at how you've been doing. Step away from the financial markets and look at the business-side of your practice; this coaching session contains five questions to get you started. . . . keep reading More