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To Get on Track, Start Tracking
Arguably, one of the most difficult (and universal) challenges a financial advisor faces is client acquisition. It’s an ongoing process that requires constant focus and action. After all, without clients you don’t have a practice. So, where do you find prospects? How...
Has Your Resolve Dissolved?
Okay, be honest with me. How’s your 2020 New Year’s resolution working out for you? Are you still working enthusiastically toward accomplishing your goals? Or did you find that after two weeks (or maybe two days) life got busy and each day it became more difficult to...
Let’s Get to the Point: Fitness Matters
A lot of us set News Year’s resolutions only to fail within the first month. The prospect of taking on life changing tasks is often daunting. However, what if we were to look at our efforts ‘one point at a time’? Okay, let’s say you decide you are going to exercise...
Mastermind Groups: Measuring Success
In our best-selling book, The Game: Win Your Life in 90 Days, we outline a process for providing accountability and tracking progress of your goals. In our coaching programs we have participants create a practice scorecard. This is a business plan and execution...
Mastermind Groups: Giving Referrals
It’s important to understand that “giving of referrals” is not the basis of Mastermind Groups, but instead a natural occurrence as members become acquainted with each other, learn about the services and products the others offer, and overtime develop trust and...
Mastermind Groups: The COI Written Invitation
Sometimes it’s difficult to know exactly what to say when inviting COIs to participate in a Mastermind Group. To help, we’ve created a written invitation that can either be emailed or mailed to COIs, inviting them to join your Mastermind Group. Make sure you...
Mastermind Groups: A Phone Script for Inviting COIs to Participate in Your Mastermind Group
If you’ve been reading our Posts, you’ve learned what a Mastermind Group is, how to select COIs to participate and how to organize and set meeting agendas. Now it’s time to invite the COIs you want to participate. Following is a sample script you can use when calling...
Mastermind Groups: Building Trust
“Trust is the glue of life. It's the most essential ingredient in effective communication. It's the foundational principle that holds all relationships.” ― Stephen R. Covey The success of your Mastermind Group is based on trust. Without trust no open and honest...
Mastermind Groups: Setting Rules and Establishing Guidelines
Okay, you might be thinking, “This is a casual group that gets together on a regular basis. Do we really need rules or bylaws?” The answer is an emphatic “YES!” The purpose of setting rules or bylaws is to ensure fair and full participation for each member and to...
Mastermind Groups: The Role of the Facilitator
Selecting the right Mastermind Group Facilitator for your group is extremely important. This person ensures time in the group is well spent and every member is receiving value from his/her membership. He or she makes sure group standards are upheld, educational...
