Optimism Bias
Optimism Bias is the technical term for the human tendency to underestimate that problems and challenges will crop up. Planning Fallacy is its first cousin--the well researched tendency for people to underestimate how long it will take to complete a task or job. Indeed, optimism is a good thing and
May the Force be With You
Someone asked me recently what I do. For the sake of simplicity, I said that I work with people so they can learn to focus on what’s important in their lives. I ask them questions, get them to think, get them to wrap their minds around the real stuff of life.
Do Your Friends Want You as Their Financial Advisor?
Most people in financial services say that friends shouldn’t do business with friends. That being said, there are some undeniable reasons your friends might just be better off working with you than with some stranger. “I make it a rule never to do business with friends. Thanks for asking all the
Being A Gentleman
Three-piece suits, pocket squares, and watches on gold chains may be coming back into fashion, but that doesn’t mean the men wearing them can automatically be described as “gentlemen.” It is worth considering what the designation of gentleman means—and has meant—in Anglo-American life and what it might mean in yours
Overachieve at Getting Referrals
We were all taught how to get referrals, and yet for many advisors it’s still a struggle. If you aren’t raising the number of referrals you want, look at these suggestions. Said another way, while competence is important, and learning to use a system that works increases confidence and makes a
Gaining 100 New Prospects is Easier Than You Think
The world of the financial advisor is changing and with some of the changes, I am hearing that it’s a lot easier to focus on existing clients than bring in new prospects. This year, how about you make it part of your routine to get out into your community each
Humility vs. Confidence
In my extensive work as a life coach, I have observed that humility is a terribly underrated virtue. Even if you look up articles about it, for every one about humility being important, you can find at least 10 or more written about self-confidence. With that kind of disparity, you
When You Just Don’t Want To…
I am guilty of this myself, so I feel safe asking you if you have a project that you keep on the back burner? You know the one. You need, actually you have to do it, the deadline is getting really close and it is making you so uncomfortable that
Unhealthy Relationship Patterns
Master these behaviors if you want your relationship to explode. So you say you have found the love of your life, your dream person. You might even find yourself in a healthy long-term relationship. But you wonder if your relationship will last. Shit, you wonder if you even want your relationship
Find Clarity and Motivation With A Life Coach
How Can I Re-Center My Life? A Baton Rouge life coach has a unique understanding of the fact that life is crazy. It’s hectic, stressful, demanding, overwhelming, and filled with ruts. Between floods, hurricanes, and shootings, it seems like the city is constantly in a state of stress. Most of the