Hear the latest review for my recent book Advisor Mastery - The 8 Essentials for Excellence.

Over more than four decades, the strategies laid out in this book have been refined, iterated upon, and have stood the test of change. They resonate with the current climate and are timeless in their relevance. These aren’t just strategies; they are the bedrock of a successful financial advisory practice. Should an advisor find themselves stagnating, unable to attract the right clientele, or being eroded by attrition, invite them to reflect on these foundational truths. Chances are, the remedy lies within these very pages, waiting to be discovered and harnessed.

mindset.solutions

mindset.solutions

Are you saying what YOU want to hear or what your CLIENTS want to hear? Be clear and know how to explain things so they will listen.

mindset.solutions

Part 2 of Your Next Chapter

mindset.solutions

Have you considered what your life will be like in Your Next Chapter, fulfilling all your wishes with no regrets?

mindset.solutions

Keeping it simple and focus on the 20% that accounts for 80-90% of your productivity.

mindset.solutions

Your intro kit anchors your process and gives people language to describe you. Left to their own devices they feel uncomfortable and confused. Be clear and precise.

mindset.solutions