3 Approaches to Success

From my hundreds of hours of coaching I’ve found that there are three approaches that when used together can help people reach their goals. The way that we often find out about these approaches is that we try the opposite of them, fail to reach our goals and then reflect on what could have worked in our lessons learned.

By reviewing many of our learning journeys we come across familiar advice that seems to be obvious but at the time of our action step to reach our goal, we dismissed it.

Collaborative Mindset

If you are looking for a way to change how you see yourself, the collaborative mindset offers a powerful set of assumptions and behaviours that can be successfully integrated into your thinking, decisions and actions.

Back to Basics – Success Plan Template

A success plan is a combination of an action plan and business plan, mixed in with your values and dreams. It encourages you to consider a vision of your business that is barely believable and to stretch you in taking risks and embracing challenges.

An Abundant Mindset and Scarcity Marketing

An Abundant Mindset and Scarcity Marketing

An abundant mindset is based on plenty being available with enough to share. It also focuses your thoughts on the long-term instead of having to have something right now. The phrases that you hear from someone who has an abundant mindset are: “there are lots of assets out there for me to prospect”, “I have a huge circle of connections” and “there are a ton of good stocks out there to buy”.

The Best Mix for Sustainable Business Growth

It’s been a safe bet to prospect older clients in order to meet production and asset goals, as that is where the largest concentration of wealth can be found. That has been the trend for younger as well as older advisors. However, we are now experiencing in the investing industry a time where the average age of clients is moving from 62 to an expected 70 over the next several years and the average age of advisors is at 52.

Create a Clearer Vision for Your Business

There is a famous quote by Lewis Carroll that says, “If you don’t know where you are going, any road will get you there.” Having a vision and knowing where you want to go is one of the cornerstones of your business. By communicating what it is you want your business to look like, you will be able to focus your intentions and create a foundation for making decisions and evaluating opportunities. Having a compelling vision for your business also helps clients to understand what your business “really” is and how you can provide solutions to their needs.

Using Storytelling to Build Trust with Clients

When meeting with a client, being able to tell a relatable business story can help build an unparalleled level of rapport and trust. It’s easy to learn to tell stories. We tell them every day and don’t even realize it.

7 Questions to Ask Yourself before Hiring a Business Coach

Since business coaching is about you doing all the heavy lifting when it comes to setting goals and implementation, it’s important to be prepared for the experience and see if it fits your needs. With the choices of having a mentor, consultant or coach to work with, it’s important to determine what approach would work for you to overcome your business challenge.

Tips for Your Next Networking Event

Networking is the art of building and sustaining mutually beneficial relationships. The goal of networking is to communicate with a stranger and make a connection. Depending on the firm you work for, networking events may be mandatory for you to attend, so it’s good to look for ways to make networking easier for you and more comfortable. When you are relaxed and confident at events, you are more approachable by others and come across as friendly and easy to build rapport with.

Advisors and Not-For-Profit Boards

There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments. They bring their strong financial background to the table and usually take on the role as of treasurer or part of the finance committee for the charity. Their intention is to contribute in a meaningful way, while also being exposed to the pillars of the community and other liked-minded people at events.

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© 2009 Rosemary Smyth & Associates