If you don’t have a great attitude on the inside, you will only be able to fake it for so long. Your true feelings will eventually come out. You will never find true happiness or success if you don’t follow your “inside,” your gut, or your passion. This realization sometimes requires a very difficult review of where you truly want to go in life. Do a quick attitude check with me in this post!

You’ve likely heard the Helen Keller quote “alone we can do so little; together we can do so much” or the African Proverb “if you want to go fast, go alone. If you want to go far, go together.” Well I, for one, would like to “do so much” AND would like to “go far.” One of the best decisions I’ve made in financial services was to grow my team. Let me share how.

What is risk exactly? Is there ever a time when risk is good? We take risks every day in this business. We even take risks in our relationships with our clients. Here's how to handle many risks…

You often hear that you should hire staff before you can afford them. Without question, if you are operating as a solo practitioner now, it feels like a huge leap of faith to hire your first staff person. It is a balancing act to find the right time to take that leap. Sometimes the first step is to create a list of the areas where an assistant can be of help to you.

I love what I do! I couldn’t always say that, but now I know my calling was to be a financial advisor. In the early years, everything was a struggle. I remember it so well. Now that I have many years under my belt, I can see my “why” so clearly. So, why am I shifting now from being an advisor to a consultant who helps other women find their own success in financial services?

Men and women have different levels of confidence. Male and female advisors tend to possess different attributes they use to succeed in their profession. Plus, their clients' financial confidence plays a big part in client-advisor relationships. I recently spoke on stage at an MDRT Edge meeting where I discussed this in my presentation titled, "Reach New Heights: Closing the Gender Confidence Gap." They have allowed me to share a portion of that presentation with you here, so I chose two highlights.

Toward the end of 2021, I had the honor of hosting a panel discussion for MDRT's Top of the Table event called, "Trading Our Top Tips." They're allowing me to share 15 minutes of our discussion with my followers, so I hope you all get a chance to listen to these experts and apply their knowledge. The panel consisted of George B. Sigurdson, CLU, Craig Palfrey, CFP, MSCI, and Gary F. Heuer, FICS.

In John Maxwell’s book Today Matters he writes “is it possible for an individual to have success without a good attitude? The answer is yes, but their attitude will determine how much they enjoy their success.” Do you need an attitude check? Negativity will only drag you down and cause you to focus on the bad and never on the good in life. Have you ever noticed that positive people go farther in life? What is their secret?

I don’t want to oversimplify the sales process too much – but if you consistently do two things in this business you will be amazed at the success you will have. Say What You Do and Do What You Say. How simple does that sound? It may seem simple in concept, but in reality it can be very difficult.

A game changer is an event, idea, or procedure that effects a significant shift in the current manner of doing or thinking about something. What have been your game changers in your career? There’s a great quote that says “if you are not changing you are choosing.” Let that sink in a bit…….are you choosing to stay the same or are you choosing to continuously change?