Summary:   When I talk about systematization or chunking actions into smaller steps, it's so much easier to show my clients this article I wrote back after I had moved across the country, unpacked, realized I was in the wrong apartment, and moved again to unpack; all of which I did in 6 months. People think of organizing tasks, creating systems, or making changes to their business as overwhelming and it is!  However, when you spend the time to plan for the changes, to chunk the actions into smaller, more doable pieces, you'll actually save time (all the time you're THINKING about doing the task) in the long run!   Sometimes it helps to organize a room

I'm back from my trip to India where I spoke to 500+ independent advisors and distributors at the CIFA 2018 conference on the topic of change, which was taped and is available below. I also conducted a 90-minute workshop at a private event for 70 top advisors on the subject of niching and creating an ideal client profile. This taped event was held at CIFA2018, a www.CafeMutual.com event.  It's a 20-minute "Ted-like" talk. And for those of you who love speaking, taking an important message, and drilling it down into just 20-minutes is not easy! Here's the description of that talk: Profiting from Change: How Advisors Can Manage Your Mindset and Overcome Overwhelm The financial industry