But my Financial Advisor doesn’t ask the right questions! Sadly, not all financial advisors are fully committed to exploring your hopes and dreams and then matching your financial plans to deliver those expected life experiences.
As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.
System irrationalities reveal themselves when we think, plan and build processes one way, then get unexpected outcomes as a result.
If the pressures of life rob you of your ability to relax and take in life around you, something’s wrong. We have a greater need today, than any other time in history, to find balance.
None of us are so talented that we don’t need help.
Because human beings are open loop creatures (see last week’s principle), communication and connection are essential for proper human function. When organizational leaders fail to communicate in an authentic way, people lack something they need to operate at optimum levels. For those who have learned the secret of being fully present, they enjoy the fruits [...]
The cost of a well-functioning team is high. It requires transparency, a commitment to other’s success, and the kind of vulnerability that leads to risk-taking, which, for sure, ensures mistakes will be made.
What is the most common mistake that Advisors make? Hugh Massie discusses what he believes is the most common mistake of Advisors – and how this mistake can lead to loss of time, energy, strained relationships and even litigation.
Currently, there is an increasing trend toward people searching to find greater meaning in their lives. Gradually, more and more people are having the courage to do it and not just talk about it. But it can be difficult to understand the steps that need to be taken to find more meaning without a plan, and understanding where you are ‘now’ and what needs to be done to reach your quality life goals.
Being an avid sports fan for many years, I have recently become even more intrigued with the “inner game” that allows successful sports icons and teams continue their winning ways. There is much to be learned through the amazing parallels between the sports and business world.