10 Secrets to Financial Advisor Success

By katie George

The first secret to guarantee your success as a Financial Advisor is to review your entire calendar and look for and write down all of your successful accomplishments from the past year, no matter how big or small in all areas of your business and personal life.

Remember "successful accomplishments" and it is time to take charge of your mind to focus on the positive. Remember, you get what you focus on.

I recommend that you write down all of your successful accomplishments in the following format in your journal: I am so happy and grateful that we completed an upgrade to our web site last year and therefore I feel accomplished, happy, proud and wonderful.

Appreciation magnifies creation and you will draw good feelings and inspiration to create your vision when you celebrate the successful accomplishments. When you feel good you are inclined to create a future that makes you feel good.

Remember to focus on the positive and successful accomplishments and given that you are a Financial Advisor you already understand the concept of appreciation.

The second secret is purchase a journal. Michael Gerber wrote in the E-Myth, "if you see it, you will forget it, if you hear it, you will remember it and you feel it, you will understand it". Writing will cause you to feel it as you write it because you are body is engaged in the process as well as just your mind and you will see it as you write it and hear it internally as you pay more attention to what you are writing.

The third secret is understand that "thoughts are real forces" to quote John Kehoe from Mind Power. Whatever you think about you make real, especially if the thoughts are fueled by positive or negative feelings. The concept of attraction will attract whatever you are focusing on, so be aware of what you are focusing on. You don't have to understand the details of gravity or electricity to experience their benefits, nor do you have to understand how attraction works to experience the benefits. Just know that attraction works. One concept of attraction is certain, attraction doesn't care if your thoughts are positive or negative or conscious or unconscious. We do not attract by default and we do have control over what we attract.

The forth secret is your current state of affairs is not who you are and if you didn't have a banner year, this too shall pass.

Remember to review your entire calendar and look for and write down all of your successful accomplishments from last year, no matter how big or small, in all areas of your business and personal life. Remember "successful accomplishments" and it is time to take charge of your mind to focus on the positive. Remember, you get what you focus on.

Write down all of your successful accomplishments in the following format in your journal: I am so happy and grateful that we completed an upgrade to our web site in 2006 and therefore I feel accomplished, happy, proud and wonderful. This will put you in the state of mind to expect a solution and this will help to contribute to change your current reality and lay the foundation to guarantee your success in 2007 and beyond.

The fifth secret to guarantee your success is to master your thoughts and feelings by understanding your values are the source of positive beliefs and positive feelings.

Values, positive beliefs, and positive feelings are the gateway to attracting everything that you want. Values, positive beliefs and positive feelings are one hundred times more powerful than unmet needs which are the source of limiting beliefs and limiting emotions. Yet it is said that values are like turtles and if left undiscovered, values like turtles will only come when it is safe and unresolved unmet needs will dominate your values.

One example of how the unmet need of safety will generate a limiting belief is that you don't have enough time and the limiting emotion of anxiety which will sabotage the fifth secret.

My values are: Attraction, Currency/Energy, Encouragement, Partnering/People, Professionalism/Quality/Service, Sense/Wisdom, Teaching, Understanding/Empathy, Venture

The sixth secret is schedule 4 - 8 hours away from your office and home to create your vision for the coming year and beyond.

The seventh secret is to find a place where you can be anonymous.

I have created time with myself doing this exercise sitting on a log beside the ocean, rain or shine. One time I sat on a couple of those big black plastic garbage bags so that my seat didn't get wet and I had one of those huge golf umbrellas and it worked amazingly well ... and this was at a time when I didn't have the money to afford a creative environment away from my home or office. Just think, a "create your vision picnic in nature in the rain". Another time I found myself sitting in a revolving restaurant 45 floors above the city for the entire afternoon creating my vision. You could even go to the library.

The point is to schedule 4 - 8 hours and use your imagination and find a place where you can be anonymous. You must create the environment.

As I write this part of the article I am sitting in a well lit room in a beautifully decorated space with 12 foot high floor to ceiling windows with a fireplace with beautiful background music and as I'm appreciating this space a ray of sunlight just flooded the room.

The eighth secret is to remember this process is about creating a vision versus setting goals. Goal setting comes later. If you have heard me present, "Removing Your Roadblocks To Your Success", you will have heard me state that vision is far more important than goals.

I'm suggesting that this process right now is about vision versus goals and I am finding that the notion of goal setting is a hard habit to break.

The ninth secret is "be" versus "do". Most people in business are hard wired to "do" versus "be". They are hard wired to get a result and this hard wiring overrides the time that it takes to attract and create a vision that will last a life time. Part of the challenge is if you are a baby boomer you are caught up in getting "the next big thing". To quote Billy Connolly; "I what some of that, I want all of that and I want it right f**cking now"!

I too have this hardwiring of to "do" instilled in me and while I am expressing this I'm also experiencing the joy of writing this article to be able to share it with you and increase my awareness at the same time. 2007 and beyond are going to be incredible.

The tenth secret is guarantee your success in 2007 and beyond is to stay in a right brain dream state of mind when you are creating your vision. If we go into goal setting to early, before the vision is clear, then things become too left brain and too linear. You just can't imagine (right brain) and think it through (left brain) at the same time. Using the left brain is like using a PC compared to a right brain Mac or using Microsoft Word which is very left brain and linear compared to Mindgenius which is very right brain and creative.
1 comments:

If you'd like a tool for setting your goals, you can use this web application:

http://www.Gtdagenda.com

You can use it to manage your goals, projects and tasks, set next actions and contexts, use checklists, schedules and a calendar.
A mobile version is available too.


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