Archive for August, 2016

The Journey to Success is Full of Four Letter Words

Thursday, August 25th, 2016

The Journey to Success is Full of Four Letter Words

The question is which ones will you choose? Our principal and founder, Jason Boudreau recently gave this talk to colleagues are the Advocis Vancouver Strategies for Success Conference. Are you developing a career in wealth management? Here is a highlight of some 4-letter words he suggests you consider you keep in your repertoire.

READ…

soak it in.

TALK…
To mentors (and then do it regularly).
To those who are where you want to be and those coming up.

MEET…
With everyone. Grow your pipeline.

TAKE…
A genuine interest in who they are and what they are up to in life and business. Everyone has something to teach you and can add value to your life

STAY…
Focused!  How will you get to your goals? Stay focused on your pipeline.

KEEP…
Going! Stick with it. Persevere. It’s about timing.

SELF…
Get to know yourself, inside and out. Get out of your own way.
What drives you?
What are you the absolute best at?
What holds you back? Limiting beliefs?
How can you become self-actualized?
Your purpose is inside you, waiting to be discovered. Find it.

KNOW…
Your ‘why’. You know what you do, you know how you do it, but do you know why you do it?

WHAT…
IS YOUR PURPOSE?
Have a purpose much greater than you! How can your business be a vehicle to bring your purpose to the world?

Screen Shot 2016-09-13 at 6.03.05 PM

WIFE (TIME WITH WIFE)…
Spend the time. Behind you is a support system.

KNOW…
Your market, inside and out!
What makes them tick?
Why are they successful?
What’s important to them?
What are they concerned about?
Who do they care about and spend time with?
How can you help them?

KNOW…
Their ‘why’.

LEAD…
With planning. Follow with product. Never the other way around!

STAY…
Relevant. Mind, body, heart and soul. Continue to gain education and master your craft. Make the time to relax and replenish your mind and soul. Ensure you are taking time out for yourself and working out in whatever means you are comfortable. You are of no service to anyone else unless you are in full working form.

Screen Shot 2016-09-13 at 6.03.33 PM
CALU…
Is making a real difference for our industry and our clients.

SEEK…
Coaching.

LOOK…
For ways to add value beyond your core offering.

TEAM…
Without them, you are just you, and it’s not nearly as fun!

SHOW…
Your gratitude!

GIVE…
Of yourself, from your heart. Everything else will follow.