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Financial Advisors: How to Stay Organized, Disciplined, and Focused

By ClientWise | October 1, 2013


Good morning! Good afternoon! Good evening! And welcome to Q-4, 2013!

 

For the month of October, we intend to focus, focus, focus on helping you finish the year strong. As such, many of our articles will provide insights, observations and tools that guide you to concentrate your attentions on what matters to you now, and finish the year with success, energy, and momentum.

 

For successful financial advisors, we have discussed (at length) the importance of the 4th quarter, especially the period from Labor Day to Thanksgiving.

 

[For a refresher course on these points, go here, here, here, and here.]

 

For today, we’d like to simply share some of our favorite quotes on planning, purpose, and focus:

 

  • If one does not know to which port one is sailing, no wind is favorableSeneca

 

  • A straight path never leads anywhere except to the objectivesAndre Gide

 

  • Set your course by the stars, not by the lights of every passing shipOmar Bradley

 

 

  • Plans get you into things, but you got to work your way outWill Rogers

 

 

All the best! Stay tuned. More to come.

 

 

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