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 Do You Need to Drop Everything When a Top Client Calls? Rob Brown Too many of us drop everything when a call from a top client arrives. More often than not the caller is important, but the reason for their call is not urgent. We end up sacrificing our daily priorities unnecessarily. This article walks you through 6 techniques used by high performance teams allowing them to increase client service while doing more in less time. . . . keep reading 6 Daily Success Habits of E.N.C.O.R.E. Advisors Rob Brown E.N.C.O.R.E. advisors work hard to continuously achieve new levels of success; they're striving for world class status. But when you consider the day-to-day challenges of managing your business, suggestions of striving for world class status may seem unrealistic. After all, how can you be world class when your internet connection is down or your assistant is taking a sick day? How can you be world class when your calls aren't quickly returned or when a major appointment is repeatedly postponed? If thoughts like these sometimes permeate your thinking, read this coaching session to learn the 6 daily success habits of E.N.C.O.R.E. advisors. . . . 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 How to Show Confidence in Your Team through Stressful Times Rob Brown Over the last couple weeks I have been detailing six strategies for surviving and thriving during the current market turbulence. So far we've covered client care and referral ideas, this week we'll look at ways to strengthen your team. You need to be aware of the way recent events are affecting your teammates. The same stress you and your clients are feeling could be impacting the folks who help you run your practice. . . . keep reading More

SPECIAL BUSINESS BOOSTERS 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 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 More