Do you feel connected to your clients? Or, maybe a better question is, do your clients feel connected to you? If you don’t have a systematic way of connecting with them, the answer is probably “no”. And if that's the case, know that you are not alone.
Daniel C. Finley
Recent posts by Daniel C. Finley
3 min read
Creating Your Client Connection System
By Daniel C. Finley on 10/23/24 2:50 PM
Topics: Business Performance Center
3 min read
Bouncing Back from Burnout
By Daniel C. Finley on 9/25/24 10:47 AM
Are you feeling burned out in your business? Does it seem like the more you do, the more needs to be done and it feels like you can never catch up? You may be already burned out and have no idea how to bounce back. Does this sound like you?
3 min read
Mastering the Art of Delegation
By Daniel C. Finley on 8/21/24 2:03 PM
Have you ever heard the saying, “If you want something done right, do it yourself?” Well, that might be true for some things when it comes to your business but if you find yourself stressed out all the time, it’s most likely because you are doing too many things yourself. And, that’s a recipe for burnout.
4 min read
Finding Your Business Red Flags
By Daniel C. Finley on 7/18/24 9:42 AM
Do you want to take your business to the next level but are unsure how? The answer might lie in identifying its red flags. Here is what I mean.
It’s probably no surprise that a “red flag” symbolizes danger. As you know, red means “stop” when you look at a stoplight. But you might not know that your business could be telling you to stop doing certain activities. You might need to start doing other activities but don’t see the signs.
3 min read
Strategies to Scale Your Business
By Daniel C. Finley on 6/25/24 11:52 AM
Do you ever feel like you have too much to do? You know that you want to grow your business, but you don’t know how to scale it as it grows. This is a common challenge and most advisors and agents don’t have a method for scaling their businesses.
3 min read
Beyond the Production Plateau
By Daniel C. Finley on 5/29/24 10:50 AM
Are you on a production plateau? Most people are or will be at some point in their careers. In fact, your business can go only three ways: up, down, or settle on a production plateau. The big question is, do you know how to get beyond a production plateau?
Getting to the next level rarely happens by accident. Sure, there is the occasional advisor or agent who stumbles across a big prospect or has clients who come into money. But, rarely do advisors and agents get to the next level without a well thought out system. The solution begins by understanding that success is a process.
Let’s examine each step:
4 min read
From Beyond The Logo to Building Your Brand
By Daniel C. Finley on 5/1/24 1:10 PM
I’m sure you’ve heard the old saying, “You never get a second chance to make a first impression.” However, have you considered when that first impression is? Maybe it’s before you ever meet that person. And, if that’s the case, do you know if you have a good reputation or brand?
3 min read
Learning Your Leadership Style
By Daniel C. Finley on 2/29/24 3:53 PM
Have you ever wondered if great leaders are born or made? Anyone can be a great leader if they understand themselves, know what motivates others to want to follow them, and apply what they learn.
John C. Maxwell said it best, “A leader is one who knows the way, goes the way, and shows the way.”
Do you know how to get your message across and have others want to follow you?
Let’s look at six leadership styles so you can better understand your style and how to motivate others better.
5 min read
Mastering Your Morning Rituals
By Daniel C. Finley on 1/29/24 1:32 PM
Do you have a well-thought-out strategy to start your day off right? Like many people, you might not. Instead, you probably have morning routines on autopilot, like making your bed and brushing your teeth. But, if you want to get the most out of your day, it is not the morning routines that will change your life, it’s mastering morning rituals!
Topics: Business Performance Center
6 min read
Mastering Your Morning Rituals
By Daniel C. Finley on 1/25/24 1:21 PM
Do you have a well-thought-out strategy to start your day off right? Like many people, you might not. Instead, you probably have morning routines on autopilot, like making your bed and brushing your teeth. But, if you want to get the most out of your day, it is not the morning routines that will change your life, it’s mastering morning rituals!
So, what’s the difference between morning routines and morning rituals?
One of the best definitions that I’ve seen is that the difference between a routine and a ritual is the intent behind the action. While routines can be repetitive, like making your bed or taking a shower, rituals are more meaningful practices that can create a real sense of purpose.
Tim Ferris, the author of the book, The 4 Hour Work Week, said it best, “If you win the morning, you win the day”.
And, I believe that it is true. But, how do you win the morning? It’s by having at least one or more of the following morning rituals consistently be a part of your day. Over the course of 20 years of coaching financial advisors and insurance agents, I’ve found a common thread among those who are successful; they all have at least one morning ritual.
Let’s look at five morning rituals that will change your business and your life: