The Administration Trap


Administration Trap? What is it? Yes, it’s important to hire. Yes, it’s important to delegate. Yes, team makes all things possible. BUT there is something that many financial advisors aren’t prepared for when they start hiring. The administration trap. Let’s first dig in and define what administration is. It is managing duties, or rules, or […]

The Invisible Workload

invisible workload

What is the invisible workload? As financial advisors and business owners, you probably know what “invisible workload” means… It’s that heavy burden of doing all things yourself when it comes to your business. You do all the planning all the way to executing. Can you relate?  They may be things that are not so obvious […]

Success: The #1 Thing Getting In The Way


Success is important. Here’s what you do…. First, you plant the seed. Then you make sure you water it, spend some time tending to the seed so it can start sprouting and growing, then take care of it some more. You may not see the growth in the moment but over time you will be […]

How To Afford The Help You Need


How to afford the help you need? Business owners who think about hiring team members for the first time usually ask themselves: “How can I afford the help I need?” It almost always will feel like a stretch when you are hiring – especially when it’s your first VA. There are 2 perspectives to this […]

Managing A Team: What REALLY Goes Into It

managing a team

Managing a team? Business owners like you will surely relate to this… At the start of your journey, it’s just you and your business. You’re a solopreneur and you’re doing everything yourself. Then you finally got the courage to hire your very first staff (most probably a VA or virtual assistant) who takes some routine […]

Too Busy? 4 Questions To Ask Yourself

ask questions

Too Busy? 4 Questions To Ask Yourself… “Help me! I’m too busy and something needs to change…” I get it. Being ‘too busy’ is really not sustainable. It won’t serve you nor your clients. Being too busy may even be getting in the way of you growing your business.  The good news? You can still […]

How To Manage Your Time Effectively When You Are Too Busy

time management

How to manage your time effectively? If you’re like a lot of business owners I know, you work hard, play hard. When you’re working – you’re working your butt off and your days are non-stop GO GO GO. And when you’re in Play mode you really don’t want business occupying your mind. So, what’s the […]