For a few years now there has been an increasing trend toward people taking steps to find greater...
02:33
behavior podcasts
Uncovering Human Behavior Risks
Generally in business, and particularly in financial services, people associate risk with the...
02:04
Would you prefer to be asked about your dreams or your goals? Last week in one of our Wealth...
02:12
The Impact of Money on Your Family
What has been the impact of money on your family? This is a big question and one often addressed...
01:47
Review Your Relationship with Money
Recently, I have had a great experience in reading a book called “The Energy of Money” by Maria...
02:32
A common derailer that I have seen in many families is a lack of transparency. There is key...
01:59
Who is in the Way of Your Success
Recently I asked the following question to a group of entrepreneurial businessmen that I was...
02:10
Discover Your Relationship to Money
What does money mean to you? What role does money play in your life? What are your motivations...
06:34
I have had some really interesting conversations with advisors during the past few weeks during...
02:16
Life is More Important Than Money
Where is your focus? What message are you conveying? Whatever you are doing in your life or...
03:16
Personal Confidence.....Remove the Gremlins
How confident are you in the business, financial and life decisions you are making? Do you have...
03:17
Accelerate the Application of Your Unique Gift - Financial DNA Whitepaper
What really drives you in your life? What types of activities motivate you? When are you the most...
03:54
Accelerate Your Visioning - Financial DNA Whitepaper
Just as eye glasses or contact lenses improve the clarity of what you are seeing, the Financial...
03:58
Do you have the right clients? This is a very topical issue for many financial planners,...
03:40
Mastering Your Personal Energy....Build Wealth
This topic came from a discussion I was having this morning with some of our wealth mentors. So,...
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Initiating Difficult Conversations......The Benefit
An activity I enjoy doing every month is moderating a discussion amongst a group of high powered,...
02:59
Trust Yourself....Gain Client Trust
We all know that successful long-term advisor client relationships are built on trust. The...
04:23
Listening in the Wealth Mentoring Conversation
Many people say that they are a good listener. If you are, is it natural or learned? What are...
04:40
Have you ever been asked a question and then said "aha"? I now get it. Wow, that question has...
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I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then...
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