12 June 2022

Inspired Change: 101 Coachable Areas to Transform Your Business & Life

2022-08-07T16:11:46-04:00June 12th, 2022|4. Consultative Coaching|0 Comments

The life of your dreams is closer than you think! Inspiring change lists places in business or life to review for improvement.   Your ideal life and business are intertwined.  Often, you’ll hear me say, “Life happens when you run a business.”  What I mean by that is: issues in your life affect your business and vice versa.  More than that, if you are prone to, for example, to procrastination or disorganization, chances are 99.9% that those issues show up in both your business and your personal life.   “All our dreams can come true if we have the courage to pursue them.” – Walt Disney   Choosing to Embrace Change Whether you aim to grow personally or

20 February 2022

7 F’s of an Exceptional Life & Business

2022-08-07T16:11:48-04:00February 20th, 2022|4. Consultative Coaching|0 Comments

You started your financial advisory firm to lead an exceptional life, grow your income, and make a unique difference in the world. Today, is that what you see? On your own, distractions and the “busy-ness” of business holds your time hostage. You’re stuck managing details, not ca$hflow! The 7 F’s of Financial Business Success represent values common to financial advisors who create thriving businesses that honor, support,and express their life goals. Remember, it’s never too late to make changes that will get you back on track!   Full-Fillment Plan your business around your personal values and goals.  This is what will help you create life the type of work-life balance. “I got so much more out

14 January 2022

Knowing What to Do Is Not Enough

2022-08-07T16:11:49-04:00January 14th, 2022|4. Consultative Coaching|0 Comments

How many of you make a New Year’s resolution to lose weight or go to the gym?  How many of you reach your goals?  This is a prime example of knowing WHAT to do but not staying motivated to actually DO it.  Intellectually, we all KNOW that eating healthy foods and exercising is the key to losing weight, yet many of us never seem to stick with it. The same is true with growing your business.  We all KNOW we should have a business plan and market our businesses, yet life gets in the way and our plans never materialize, or we take a break from doing back-office work because we’re too busy handling our clients’

7 January 2022

Which Do You Value More: Your Money or Your Time?

2022-08-07T16:11:50-04:00January 7th, 2022|4. Consultative Coaching|0 Comments

Certainly, you’ve heard the adage, “Time is money.”  As a business owner, you know your time is valuable and best used servicing your ideal clients.  Of course, they need your knowledge.   So, why are you struggling over back-office tasks or social networking posts that are not client-building,  client retaining-related, or fun! The time you spend on these non-client tasks is money that you’re not earning back.  Why do you still find it necessary to do so many tasks in your business yourself?  Could it be that it's time to invest your earnings in ways that will give you more time to develop relationships with your clients.   Outsourcing to Grow Your Business Outsourcing tasks to a

3 January 2022

Productivity Is More Than Getting Things Done

2022-08-07T16:11:50-04:00January 3rd, 2022|4. Consultative Coaching|0 Comments

Business coaches are strong assets for business owners because they hold the owner accountable for their own progress.  They offer different perspectives on problems, offer guidance as well as challenges, and objectively observe how a business operates and what can be improved. Productivity is more than performing tasks.  If you’re busy but not productively focusing on your goals, you are not being productive.  A business coach will improve your productivity in all aspects of your business (and life).  Here are some examples: You will step out of your comfort zone. Tasks that make you uncomfortable are often tasks that will push your business into forward momentum, such as real-life networking or presenting to your local Chamber

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