Develop the Mindset of a Champion's Posts

Emotional Wellbeing

How Stress Can Knock the Health Out of You!

Stress / Stress Management

Robert Sapolsky in his wonderful book, “Why Zebras Don’t Get Ulcers,” said it best: “A critical shift in medicine has been the recognition that many of the damaging diseases of slow accumulation can be either caused or made far worse by stress. Accordingly, a wealth of research has surfaced over the past 30 years showing clear relationships between stress and major diseases, including asthma, back... Read More »

Advisors: 4 Steps to Reduce Stress

Advisors: 4 Steps to Reduce Stress

Advising the Advisors / Stress Management

The foundation of stress is not an event, such as dealing with an angry client, having difficulty with your prospecting calls, or watching the market tank unexpectedly. It is your “self-talk” about each event that either causes stress or doesn’t.  These “self-talk” habits are part of what I call your “internal critic.” Your “internal critic” is that little voice within that spews out an average of... Read More »

Advisors: 4 Steps to Reduce Stress

Solutions for the Stress of Wealth Management

Advising the Advisors

Hundreds of billions of dollars are spent annually because of stress: stress-related medical insurance claims; workers’ compensation benefits; reduced productivity and so on. UNDERSTAND THE SOURCE Feelings of stress, including the symptoms mentioned above, are not directly caused by the necessity to make cold calls or generate referrals, by market fluctuations and disgruntled clients or by fiducia... Read More »

Advisors: Recognize Distorted Thinking Habits

Financial Advisors: Recognize Distorted Thinking Habits

Advising the Advisors

Recently I discussed the foundation of all stress, mood and attitude issues is your “Internal Critic,” that little voice in your head that you listen to hundreds of times each day. Sadly, most of us allow negative, self-defeating, distorted thoughts to interfere with our work every day—unless we become aware of our thinking habits and take charge of them. As Dr. David Burns, a pioneer in the field... Read More »

Do Advisors, Clients Suffer From PTSD?

Do Advisors, Clients Suffer From PTSD?

Advising the Advisors / Stress Management

When we think about post-traumatic stress disorder, we typically envision combat, tornadoes, and hurricanes. But PTSD is not limited to life-threatening events. Events threatening financial security (and even career-security) can be very traumatic. A recent study reported in Health & Social Work examined the risk of PTSD associated with sudden and dramatic personal financial loss. The authors ... Read More »

How Advisors Can Avoid Fear of Failure

How Advisors Can Avoid Fear of Failure

Advising the Advisors / Self Improvement

In a recent post I talked about how Joe Flacco avoided the temptation to feel like an imposter in the 2013 Super Bowl. Despite few pundits giving the Ravens a chance in the game, and most of the attention focusing on the 49ers and their rookie quarterback, Colin Kaepernick, Flacco overcame any concerns that he did not belong on that stage. Any hint at feeling like an “imposter” disappeared when he... Read More »

Self Doubt and Confidence Check Box List

Creating a Game Plan for Success to Conquer Self-Doubt

Advising the Advisors / Confidence

The best way to eradicate fear is to begin by understanding the distorted thinking that causes it to appear in the first place. “Imposter Fear” is based on false beliefs; believing that you are really not as competent as you appear to others and it’s only a matter of time before your incompetence is uncovered for all to see. “Imposter Fear” is a learned response to events and situations that you e... Read More »

Add the TRIUMPHS Model to Your Advisor Skills Repertoire

Add the TRIUMPHS Model to Your Advisor Skills Repertoire

Advising the Advisors / Practice Management

Consistently Grow Your Book of Business Scott has been doing well in his financial advising career for many years. He understands how to how follow up on leads and referrals and how to offer excellent service to his clients. Yet, he’s amazed at how much more successful his colleague, Michael, is, when Scott puts much more time and sweat into his work than Michael seems to. Michael’s book of busine... Read More »

Joe Flacco

What Advisors Can Learn from Joe Flacco

Advising the Advisors / Confidence

I don’t know Joe Flacco personally. But I know a thing or two about what it takes to become a champion, as he did by winning the 2013 Super Bowl. With my 33 years of experience as a professional sports psychologist, I have counseled and trained many professional football players and world champion athletes. They all face challenges, adversities and setbacks during their careers One thing they had ... Read More »

Mindfulness: The Educator’s Newest Tool for Maintaining Stress Resilience & Wellness

Mindfulness: The Educator’s Newest Tool for Maintaining Stress Resilience & Wellness

Stress Management

 Stress and the education profession typically go hand in hand. In fact, this is exactly the reason that I wrote “The Teacher’s Ultimate Stress Mastery Guide.” In the past few years, a new category of stress mastery skills has emerged with much new research in neuroscience behind it: Mindfulness exercises, directed at actually re-wiring the brain for maximum resilience and wellness. An educator fo... Read More »

Understanding the Female Market

Understanding the Female Market

Advising the Advisors

A recent study by Fidelity Investments found that 70% of widows fire their financial advisor within one year of their spouse’s death. Why would so many women dismiss the advisor who worked so diligently for their family, in many cases for years? Because they thought the advisor as condescending toward them. The advisor only held meetings with the spouse. In joint meetings, the advisor only a... Read More »

Lessons We All Can Learn From Russell Wilson and the Seattle Seahawks!

Lessons We All Can Learn From Russell Wilson and the Seattle Seahawks!

Applied Sports Psychology

I don’t know Russell Wilson personally, but, in my practice as a Professional Sport Psychologist for the past 33 years, I know a thing or two about what it takes to become a champion, about mental toughness and resilience to adversity, all of which Russell and the Seahawks displayed so beautifully in the NFC Championship game on Sunday. Like NFL quarterbacks, all athletes have to deal with obstacl... Read More »

Capitalizing on the Female Market

Capitalizing on the Female Market

Financial Advisors

It’s clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects? Financial professionals need to understand that women need to feel genuinely cared about and valued in any relationship. They want their advisor to listen to their needs and fears. Married women want to bu... Read More »

Chip Kelly’s 6 Keys to Run a Great Practice

Applied Sports Psychology

This post is courtesy of Championship Performance. Even though he is talking primarily of sports teams, his points and wisdom also speak to team building no matter what profession you are in. Current Philadelphia Eagle and former Oregon football coach Chip Kelly is recognized as an innovator in his approach to the game. It all starts with the way his teams practice. Here are his 6 keys to run a gr... Read More »

The Manager’s Success Toolbox

The Manager’s Success Toolbox

Advising the Advisors / Financial Advisors / Stress Management

Managing Interpersonal Conflict in the Workplace Managing interpersonal conflict in organizations is among the most critical and important skills that employees on all levels of the organization can possess. Job insecurity, fueled by fears of downsizing, mergers, the unstable economy and an unknown organizational future, produces fertile ground for the development of conflict. Moreover, advances i... Read More »

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