New Financial Advisors – The Pros and Cons of Working Solo
For Some New Financial Advisors, Solo is the Way to Go New financial advisors face enough hurdles in their first 24 months -- licensing requirements, developing new skills, information overload. It can be a lot to absorb. The last thing you want to do is complicate...
New Financial Advisor – Articles on Failure
Is New Financial Advisor Failure Preventable? Perhaps if we study why a new financial advisor tends to fail at such an alarming rate we'll be able to find ways to prevent it. In this blog post I have captured a few articles that grabbed my attention lately. You...
New Financial Advisors – What to do with Failure? (part 2)
Two Ways New Financial Advisors Can Cope with Failure (second in a 2 part series) In my previous post on What to do with Failure?, I mentioned that new financial advisors tend either to internalize their failures (it is always my fault) or to externalize their...
New Financial Advisors – What to do with Failure?
Two Ways New Financial Advisors Can Cope with Failure (first in a 2 part series) In my past few posts to new financial advisors I wrote that you should not blame yourself if you find this business is not all that you had expected. I also wrote a piece on getting your...
New Financial Advisors – It’s Not Your Fault
As a new financial advisor (new FA) sometimes you just find yourself in a bad situation. After weeks and weeks of licensing efforts maybe you are behind in production, or perhaps the portion of your income that is steady is about to run out. You might be frustrated...
Training Really Does Lead to Increased Production
Again we turn our attention to one of the hottest growing insurance markets in the world for a few lessons. The insurance market in China has until recently been concentrated in metropolitan areas. Given China's rising middle class insurance sales has spread to rural...
Writing my Dissertation
Currently in week 6 of my writing class. My mentor is fantastic and giving me lots of latitude on my first draft. I have tons of work to, yet it feels really good to be making solid progress. The literature review phase is probably the most wonderful part of the...
On to the next one…
Happy to report that I aced my final paper in my last class. I ended the session with an A. Now it is on to the next class on Contemporary Systems Management. I just looked at the syllabus, and it appears that the instructor has included a heavy dose of my favorite...
My Latest Schedule
I revised my schedule again earlier this week. Pending everything going well with my grade in Ethics and Political Acumen I will move on to my last two traditional classes. Contemporary Systems Management Architecture of Leadership I will fit a dissertation class in...
Why do entrepreneurs fail?
We could list dozens upon dozens of reasons on why entrepreneurs fail - lack of money, lack of customers, unproven business model, etc. But what is at the heart of those reasons? Lack of money doesn't cause people to quit. It is a symptom. I know plenty of people who...