March 12, 2024

Mastering the Art of Delegation In Four Stages

Small business owners often grapple with today’s topic, maybe without recognizing it. You may grasp that delegation is a potent tool, but are you delegating in a manner that grants you freedom, empowers your team, and fosters your business’s growth? Are you bound by the belief that nobody can perform tasks as effectively as you? Is that belief leading you to control all aspects of your company? Join me as I look into mastering the art of delegation and illustrate how successful business owners use it to elevate their companies to unprecedented levels.
March 5, 2024

The Millionaire Mindset: Unlocking the Mystery of Wealth Creation

Have you ever wondered what sets wealthy individuals apart from the rest? Sure. They have a lot of money. But I submit to you that it’s about far more than that. So, what secrets do the wealthy hold that others don’t? In this entry, I peel back the layers and expose the secrets of the rich. If you can understand the millionaire mindset, you can apply it to your own life and achieve the success you desire!
February 27, 2024

Entrepreneurship vs Intrapreneurship: Are YOU In the Right Role?

Are business owners failures? I say this a little tongue-in-cheek, but many business owners may have failed to hit their mark. I believe this stems from failing to understand the dynamics of entrepreneurship vs intrapreneurship. You see, whether as independent entrepreneurs forging new paths or intrapreneurs driving change from within established companies, individuals across these spectrums have unique and valuable skill sets that can complement one another If you’re in the right seat. Join me as I seek to answer the question… Should YOU be a business owner?
February 20, 2024

Managing Fear and Anxiety: A Business Owner’s Guide to Success

Fear and anxiety are two powerful emotions that we all experience at some point in our lives. These emotions can be our allies, warning us of danger or helping us prepare for challenges. However, they can also become adversarial, holding us back from pursuing our passions and desires. Join me, as I embark on a journey through the intricate workings of the human mind to understand how fear and anxiety are processed, how they manifest in our lives, and most importantly, how to overcome them.
January 30, 2024

Prioritizing Your Calendar For Your Three Big Rocks

I’ve often said that being a business owner is not for the faint of heart. You’ll undoubtedly encounter setback after setback, and you’ll definitely miss out on some of those special moments in life. As an entrepreneur, you pour all of your time and energy into the business so that you can watch it thrive. But have you done so at the expense of your own well-being? You see your health declining, relationships failing, and your overall well-being dwindling. As a business owner, maybe you’ve optimized your time in the office, but are you prioritizing what’s most important in your life? In this entry, I’m going to look at the importance of prioritizing your calendar to make room for life outside of business.
January 15, 2024

Optimizing Your Marketing Department: KPIs for RIAs to Track

As Registered Investment Adviser (RIA) firm owners, we realize that marketing is essential to success and growth. Yet, it’s often perplexing to us. You see, optimizing your marketing isn’t just about having a marketing strategy; it’s about measuring its performance through Key Performance Indicators (KPIs) to ensure that your efforts are paying off. In this entry, I’m going to explore the significance of marketing for financial advisors and dig into the essential KPIs that can help you refine your strategies, boost your client base, and ultimately, make the eight-figure exit possible.
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