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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 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 in India is evolving, responding to changes in technology, regulations, and consumer demands. You’ve heard it before: change is inevitable!

“Business as usual” has never been a smart strategy, but implementing change is now crucial for advisors who wish to remain relevant to today’s savvy investors. While change comes with challenges, they are not insurmountable. It’s time to look at your firm with fresh eyes and formulate a new mindset about change.

“When you change the way you look at things, the things you look at change.”
– Dr. Wayne Dyer

During this presentation, you’ll see how implementing change can be easy—and lucrative—as you uncover hidden profits and personal satisfaction within your business.

You’ll discover:
•Why change feels difficult and stressful.
•3 steps to manage change without overwhelm.
•How to profit from change.

Enjoy and comment on what I say below. Nothing to sign up for or download. However, if you like what you hear, join our newsletter at and get another free gift!

My 2nd speaking event was not taped.  It was a 90-minute private event for Sundaram   called “How to Position Our Firm as the Obvious Choice for More Prospects.” It concentrated on the steps for niching, the steps to creating an ideal client profile, and using that information to profit by targeting your marketing efforts.