It’s time to sing a better song Planning and taking consistent action toward what you’ve planned often makes the difference between success and failure—growth and stagnation. But many people won’t plan, don’t plan, and create dozens of excuses instead. Right? You see this in your retail or institutional clients. I see it in in my advisor clients, too! Clients who get to the point where they’re ready to sit down and plan change the tune they sing. Something happens in their lives or to someone they love and they decide to kick excuses to the curb and develop a no-excuses mentality. They stop reliving the negative and move forward. They sing a new song of victory!

During your journey as a business owner, there will be business operations and circumstances that are tougher to navigate than others.  I've listed 17 areas in which independent advisors commonly get stuck. We all have different strengths and weaknesses and as such you'll find areas that earn you a Hurrah! and areas that need your attention. Print the list and place a checkmark near 3 important areas to start working on now. If you find that you have more than 3 areas that need help, know that you’re not alone! These situations can be made more manageable with laser-focused consultative coaching. Living a full-filling life AND running a viable business at the same time Leading and