How’s Your 2021 Mindset?

I’m sure it’s been as challenging a year for you, as it has been for me.  Extremely challenging! Our mindset is everything in life. I've thought much about mindset this year as I do my best to keep positive and moving forward even when I rather just go back to bed and get under the covers. The truth is, that how we react to facts, circumstances, and even our feelings makes such a big difference between success and failure.  Our mindset influences how we do everything. I have found that when a business can’t get to the next level, it isn’t the business that needs fixing first,  instead it's the mindset of the owner that needs adjusting or change! Where to start? Step 1 of course. Remove Tolerations.   Get what you’re tolerating about yourself, your business, your life, and others written on paper so you can get rid of your tolerations.  In other words, get what’s in your head (and heart) down on paper where you can do something about it.  I’ll give you the link to more about tolerations and the form I complete below  or if you're reading this on my blog, join my newsletter where you can ask me for the link.  Getting rid of the baggage -- large and small – sometimes takes physical action and other times it takes the action of deciding to let it go. The main thing is that before you jump into growing your business in 2021, take

2020-12-17T23:43:01-05:00December 15th, 2020|1. Banishing Burnout|0 Comments

What To Do When Life Throws You a Curveball That Changes Direction Hourly

Change can suck or it's an adventure.  Thing is, it can be both within seconds.  Stress comes along with change.  Stress can lead to overwhelm.  Overwhelm can lead to depression and anxiety issues.  Stress also lead to us not thinking right, of being unable to really "hear" or think like we used to.  Below, I offer some resources to you about change and stress that have helped my clients.      Ways to deal with change (article)   Ways to Manage Your Change Mindset  (Video 20 minutes)   Avoid Business Burnout: 7 Critical Planning Areas (Article)   31 Signs of Burnout & Burnout Assessment (Download)

2020-03-19T15:14:32-04:00March 19th, 2020|Change|0 Comments

Get (free) help with accountablity while you’re working from home

Humans, all over the world, are dealing with so much "unknown". At a time when we need each other, we're being asked to keep our "social distances" from each other. We have options. Find support in your homes. Keep in touch with other relatives and friend virtually, whenever possible. Look around your block. Who is over 60 who might need food or medication? Put a note in their mailbox for them to call you for your help. Find support online. Find support, even with personal contacts using virtual resources (Teleconferencing, SKYPE, Facetime, StartMeeting, Zoom, etc.) Find personal support online. Other than joining a local Facebook group, check out Its all about connecting with neighbors. What sorts of things can you do if you're not working, are working from home and find that you're accomplishing so much, or do and keep social distance on the weekends? Personally, I'm busy moving to a new apartment, right upstairs from where I currently live. There is plenty of cleaning and fixing that needs done to get ready for the painters. My coaching business has been virtual since its' inception. If your business is local, let your team work from home. Then call the phone company and ask that calls be forwarded to your assistant's phone (of course pay for it) or your home or cell phone. There is a charge, but it's safer than going into the office. Schedule daily or twice daily meetings with your team virtually. This month's

2020-03-15T23:39:58-04:00March 15th, 2020|1. Banishing Burnout|0 Comments

Right Way and Wrong Way To Cancel a Meeting

Here's a tip I never thought I'd have to write.  It's just common sense.  If it's not common sense, then it's about treating others like you'd like to be treated. When you cancel a meeting with someone, give them plenty of notice, and contact them personally. Most often, meetings happen with no problems.  If you realize that you'll be late, text and/or phone the person.   Otherwise, they expect to see you. If an emergency crops up -- like you or your immediate family is in the hospital or something worse -- of course, cancel. That's a real emergency.  Make a short phone call and text the person if you reach their voice mail. All other reasons for canceling are choices we make as people to not meet the other person.  These are not emergencies:  you're canceling a meeting because you're going away on a trip early and need to pack.  You need to move a client meeting around to another person's appointment time or worst yet, canceling because something better has come along.   Canceling a meeting because it's raining or you have to clean your house, etc.  isn't an emergency.  Those are all choices made that affect the person at the other end of the cancellation. Take responsibility for your actions, which means respond-to-your-ability.  Take responsibility for your choice. NEVER send an email to a person to cancel a meeting that's going to happen in an hour or even 2 days UNLESS the email is a back-up

2019-09-06T17:29:55-04:00September 6th, 2019|Human Interest Articles|0 Comments

An Exceptional Life & Business Designed By You

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 hold 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!   o Full-Fillment Plan your business around your personal values and goals.  This is what creates life-work balance.   “I got so much more out of your 1-hour program than I have gotten from multiple hours of reading and attending seminars on business planning. More programs like this would be excellent.” — Monica Barnard, APA, CEBS, Barnard & Assoc., Pensacola, FL   o Flexibility No one to answer to, no need to ask permission. Your firm adapts to your schedule, bends to your rules, and fits your life. Best of all, you get to stretch in any direction and meet your own benchmarks.   o Freedom Enjoy the freedom of choosing how you work, when you work, and what you earn. You can afford to say “no” to unsuitable prospects.  Every day you work, you’re building your own legacy—on your terms.   o Free-Time Prioritize and delegate. Then focus on cultivating important relationships, spending time with loved ones, and working on philanthropic projects.  Oh,

2019-07-24T05:35:18-04:00July 24th, 2019|Human Interest Articles|0 Comments

Advisors: Plan To Banish Time Wasters

(this article was originally viewed on the AICPA website)   “I cannot make my days longer so I strive to make them better.” –Henry David Thoreau Time is money We’ve heard the proverb many times. But when it comes to balancing client needs along with all of the nuances of leadership in a practice, time often really IS money. How many times have you looked at the clock and realized the day was half over before you’d had a chance to accomplish even a fraction of what you’d initially planned? A 2014 study found that only 13% of advisers report feeling in complete control of their time. Alarmingly, an overwhelming number of professionals frequently experience time drains that inhibit their relationships with clients, the growth of their business, and their own personal and professional productivity. Thankfully, there are some very easy-to-implement solutions that most advisors and CPAs can put into practice today to combat the time wasters in their daily schedule.   Find and eliminate your “tolerations” What are tolerations? They are the irritations, large or minuscule, that slowly and often silently zap your energy, creativity, and productivity. They are the things you brush off as “no big deal” but add up until you notice their collective weight. Tolerations can be an unorganized drawer, an appointment you’ve avoided making, a messy desk, etc. Write them all down, and you may see your list grow as large as 100 items. Next, schedule 15-30 minutes to chip away at

2019-04-19T12:42:49-04:00April 17th, 2019|1. Banishing Burnout|0 Comments

Dream It, Design It, Live It

Create Your Very Own Dream Board or Vision Board   Sarah Hughes, Gold Metal Skater, had hers at age six. Joseph Campbell, author, found his after visiting the Museum of History in NYC.  At age 4, Oprah Winfrey remembers watching her grandmother washing clothes by boiling them – Oprah “knew” then her life would be different.  They all found something that raised their inner vibrations, their passion — and created a vision. People who live their visions always seem to have time to do the things they want to do – we often call them “go getters!”  They’re focused, make decisions easily and smile often.  And they’re flexible – they don’t get “stuck” in their vision and miss better opportunities.  As Joseph Campbell said, “We must be willing to get rid of the life we’ve planned, so as to have the life that is waiting for us.” And you’re not limited to just one vision.  People are living full lives into their 80s and 90s, something unheard of just a few generations ago.  With continued opportunities to grow and evolve, we can create several visions over a lifetime. I can give you an example…I loved working on a trading desk on Wall Street and couldn’t see myself doing anything else.  But 20 years later, I  found another passion – consulting and coaching.  And when I added speaking internationally to my business, I found just the right mixture to keep me motivated into the next 20 years! If you

2019-04-24T21:15:14-04:00March 22nd, 2019|Visions|0 Comments

Do you do this as an entrepreneur?

"I believe anything is possible. I see opportunity where others see impossibility. I take risks. I'm focused. I hustle. I know that nothing is unrealistic. I feel overwhelming love. I embrace my childlike wonder & curiosity. I take flying leaps into the unknown. I contribute to something bigger than myself. I create. I learn. I grow. I do. I believe it's never too late to start living a dream. I am an entrepreneur." - Unknown     What do you think of this quote? What does this quote mean to you? What have you done to make yourself successful? Let us know by commenting below. If you would like a copy of this quote in a PDF poster file to print, ask for it here.

2018-09-04T06:09:46-04:00September 4th, 2018|Human Interest Articles|0 Comments

How To Handle Challenges – 2 Simple Options

Amy Purdy said a lot of great stuff about challenges and her personal story is more than amazing. But the thing that struck me the most was: "...the obstacles and challenges in our lives can only do two things, stop us dead in our tracks, or two, force us to get creative" -- Amy Purdy Sometimes things are as simple as 2 options. Although as business transformer, my client's prefer getting many options and solutions to their challenges. They prefer picking the one that fits best for them. But I also am a member of the "faced with a challenge, I will not quit" club... a quote from the late Robert Schuyler. So onwards and upwards I go! My Current Challenges We also have challenges.  Coaches included.  Life doesn't always bring roses just because you have a lot of personal development, business, or finance training. My challenges are nothing next to Amy's. But life is not a competition unless you're in the Olympics. Challenges are just, well, changes that need a bit of new solutions and thinking. They are part of change. My challenges are small, but they are challenges to overcome and that's what will happen -- one way or another. My small challenges are: 1) Moving from a place with a yard I gardened in and 2 bedrooms, and beautiful views all around, to a studio apartment with 220 square feet with the Verrazano Narrows, V-Z bridge, a block away and a water front to

2018-06-16T16:11:23-04:00June 16th, 2018|Human Interest Articles|0 Comments
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