In this pivotal module, we embark on a journey to empower financial advisors, breaking down the personal and psychological barriers that often stand as the most significant roadblocks to their success. Additionally, we focus on gaining crystal clarity about how their business should be meticulously designed to support the lifestyle they passionately desire. One fundamental truth emerges – attempting to replicate another producer’s business can be a flawed approach, as their structure might not align with your unique life priorities.
When I ask the question, “What is the biggest obstacle you face in your business?” the resounding answer is often “ME.” But what does that really mean? To explore further, we dig into the heart of the matter with this question: “What is it about you that’s getting in the way?”
The answers vary, painting a vivid tapestry of self-doubt and challenges:
The list continues, echoing the inner struggles of many.
The remarkable news is this: when your business soars, it’s because of you. But, here’s the truth – when your business isn’t where you envision it, that’s also because of you. Why is that good news? Because if your business outcomes are always within your control, then you possess the incredible power to transform them.
Our Foundation module is designed to liberate you from your own self-imposed limitations. It equips you with a toolbox to become acutely aware of the very moment you begin to build barriers for yourself. And to unveil the things that you don’t even know are getting in your way.
Within this module, you’ll engage in strategic planning for your business. You’ll gain a crystal-clear vision of your business’s future, shape the structure to perfection, and navigate a clear path to achieving it.
This is about crafting a business that’s an embodiment of your dreams. It’s your journey to design the business you’ve always envisioned.” One that you enjoy and don’t seek to escape.
Listen in to the Getting Results Podcast as our top business coaches to financial advisors discuss relevant topics and interview industry contributors.
More of a reader? Coach Ken Doyle, business coach for financial advisors, writes his articles on key topics in his own entertaining, pithy way.
See the top business coaches to financial advisors in action as we discuss various topics in these short videos.
If you want to find ways to enhance your financial advisor practice, look no further than our recommended reading list. If you don’t see a book listed that you think we need to add, please let us know.
