09Oct

By Travis Chaney
CEO, Coach and Consultant

It’s a stressful time, so what can you do right now to reduce your overall stress? Here are a few tips:

One: Get enough sleep. The amount of sleep you get affects your mood, your energy level and your ability to concentrate. So during the midst of all of this, make sure you’re getting adequate sleep.

Two: Stay active. Follow a normal exercise routine. Plus, if you’re at home working right now, get up every hour, take a walk around the block, do some pushups, strike a yoga pose, do something to get the blood flow going so that you don’t feel like you’re stuck in some inertia sitting there all day.

Three: Listen to music. Listening to music is a great distraction. You can set the mood by what you want to listen to. I’d find some things that are upbeat, some things that maybe you can even just get up and dance to. That’s going to put you in the right mood to perform at your highest level.

If you need any help in finding ways to reduce your stress, our entire Dynamic Directions team is here for you. For a complimentary consultation, reach out to travischaney@dynamicdirections-d2.com.

 

09Oct

By Travis Chaney

CEO, Coach and Consultant

There’s a lot of craziness going on right now, and stress is probably really eating at you. What can you do to reduce some of that stress? I’ve got three things for you today.

Number One: Journal. Writing down your thoughts and emotions is a great way to get up some pent up tension that you might have in your mind or body.

Number Two: Connect with others. You don’t have to go through this all alone. What I like to do is reach out to people who I know when I connect with them, they’re going to lift me up. They’re positive people. They’re nonjudgmental. And I know they’re always going to be there for me.

Number Three: Laugh a lot. You’ve got to laugh – it’s a great release of tension. Find funny videos, tell some jokes, read some jokes, watch a standup comedian do their thing. If you’re like me, I just go home and watch my kids. I’ve got a four-year-old who is very entertaining. Make sure you’re taking the time to laugh, and don’t take yourself too seriously. The first person you’ll probably laugh at is yourself.

We’re here at Dynamic Directions to help you reduce your stress so you can focus on what you need to do to perform at your highest level. For a complimentary consultation, reach out to travischaney@dynamicdirections-d2.com.

 

09Oct

By Trevor Shakiba
Coach and Consultant

I want to expand on my last post related to marketing and using the Uber Eats strategy to your advantage. Before I jump into that, though, I do want to address your mindset and how and why you should go from defense to offense and why you deserve to do that.

Number one, I think it comes back to your why. Have you really thought through your why, and written it ou? Why are you doing what you’re doing when it comes to financial planning? Why are you helping people which they desperately need right now? It is our job to be that one person that’s shouting from the wilderness: do not panic. That is so key. But beyond that, why are you doing what you’re doing now and beyond numbers and GDC and assets? How are you accomplishing that? Why?

For Christina and I, our why is to help our church to help people in need, help my alma mater, and Christina’s on the board of a crisis pregnancy center. Those things matter to us deeply and also motivate us.

So remember, you deliver exceptional advice already – you are in the top 1% if you’re committed to comprehensive financial planning beyond what everyone else does. Remember that if you had the cure for cancer, you would spread that like crazy. In my opinion, it’s similar here. If you deliver the top or best advice to everyone, when it comes to financial planning, it’s desperately needed. Now, it is your requirement, your duty to tell as many people as you can. And it took me a while to get that mindset with my coach’s help.

I was able to do that starting 10 years ago, so those are the two things I point out when it comes to going on the offense: you deserve to work with more people, and they deserve to work with you.

To schedule a complimentary consultation to talk more about this, email trevor@dynamicdirections-d2.com or call 270-663-7264.

09Oct

By Jon Randall
Chief Coaching Officer

Your mental strength has a lot to do with how you react to what’s going on around you. We all have things going on around us, in our worlds, and there will always be change whether it’s forced change or change that we want to promote. How we deal with this and how we react to it is a big part of your mental strength.

Now, some things we can control and some things we can’t. The things we can control are what we should worry about. The things we can’t control, we can’t do anything about. We can’t control our circumstances that we’re in now, but we can control where they’re heading.

So you’re in an unfortunate circumstance, or something goes wrong and doesn’t go your way. Don’t feel sorry for yourself. That’s just where you’re starting. Where you go from there is what’s important, and your mental strength will help you get there.

Something to always remember is the acronym WIN. What’s. Important. Now. This will help you focus on what’s most important. It will also help you focus on what’s in your control.

If you want to learn more about mental toughness, we’ve got some great white papers and some workbooks on this, and I’d love to do a complimentary coaching session with you. Just send me an email: jon@dynamicdirections-d2.com. Stay awesome.

09Oct

By Jon Randall
Chief Coaching Officer

Leadership is an area where many business owners and independent financial advisors struggle. A lot of your training and development and education was probably in finance or business and marketing. A lot of what you’ve learned as an advisor is how to be a really good advisor. There’s not a lot of learning on how to be a really great business owner, which also includes being a great leader of people.

It’s important in business to leverage other human beings. They can help your business grow and get to where you want to go. You can also help them get to where they want to go. Now here’s the most important thing to remember: human beings do not respond to directives. That’s what managers do at McDonald’s – this is our process and you have to do it this way. You shouldn’t just tell them, “Go do A, B and C.” That’s not really exciting and it’s not really motivating for other human beings. So avoid doing that.

What human beings do respond to is objectives and motives. Human beings want to get better. They want to achieve something greater in their lives. And your business, whether you’re a franchise owner or financial advisor, can help other people get there, help them have a motive or something that drives them. Their motivation that will help them get to where they want to go, which might help your business improve.

What are things that they want to accomplish? How can you help them accomplish those, which in turn might help your business? Also, when you can align what people want with what you want for your business, that is leadership. The best leadership is helping someone see where they want to go and fanning that fire of motivation to help them get there.

This is a very difficult, deep topic. This kind of leadership is not a flip of the switch – it’s a new skill. Like any new skill, it’s going to take time to develop so you’ll need many, many hours of doing it. That’s how you get better.

We’ve got lots of white papers, exercises and workbooks on this, and we do lots of coaching sessions on this. If you want to schedule a complimentary consultation to work on this more, send me an email at jon@dynamicdirections-d2.com or call 270-663-7264.

09Oct

By Trevor Shakiba
Coach and Consultant

Let’s talk more about the Uber Eats marketing strategy, where you send a meal to clients or prospects, followed by a conversation with them.

There can be so many different iterations of this concept. It does not just have to be an expensive dinner. It can absolutely just be coffee. You could send a bag of your favorite coffee and call it “Coffee with Trevor” or “Coffee with the Shakiba Group.” That is so cheap, and it could be short. And then you roll right into your video chat, which by the way is the key.

And then you have a cup of coffee together, and you talk about what’s going on and make sure they’re doing well. Talk a little bit about the market, share your screen, discuss financial planning, go right into referrals. And then the way you take it to the next level is you get the client to share the screen of your face and coffee, dinner, and say something nice about you. You can ask them to do that. They will do it – think about how many people would see that and hopefully think, “Wait a minute, my advisor’s not doing it.” Or, “I don’t have an advisor.” And you start to see how that compounds.

The second thing is how to systematize this and get your team involved. You should think through how you’re going to get them to call because you don’t want the client to say, “Oh, I don’t need Trevor to do that.”

You want to position it this way: “Hey, Mr. Client, this is Trevor’s office calling. We’re doing something unique – we’re trying to think outside the box because everyone’s at home. Trevor values you and your wife, and we want to support the local community. We know a lot of restaurants and bars are in need. So we’d love to send you a favorite meal, coffee, donuts, whatever it may be. And Trevor told me that you cannot say no. He wants to see your face and chat with you just briefly.”

This is going to be a very difficult thing for everyone to say no to, and they would welcome this for the distraction. That’s probably what I’ve heard the most is the distraction from Groundhog Day, day after day after day, is really appreciated. You need to have this systematized, what you’re going to say, what things you’re going to reference. You’re going to add value.

And then don’t forget to go into the referral. I would say something like, “This is the time that we help people the most, where they want to make a decision based on emotion. We’re here to help people and figure out how to get through this. If you know of anyone else that’s not receiving that or needs advice right now, please let us know. We’d love to chat with them.” Something as simple as that – it doesn’t need to be drawn out.

And then the social media piece, where you have them post what you’re doing and how you’re adding value and sending them dinner or coffee is just an unbelievably brilliant marketing strategy.

Remember, this chaotic time isn’t going to last forever. This is a moment in time. It seems like it’s going to last forever, but this is a moment right now to do everything you possibly can with your team. Figure out a plan and if you want a complimentary consultation, certainly reach out and let’s execute it. Just email trevor@dynamicdirections-d2.com or call 270-663-7264 to set up a call.

Be bullish!

08Oct

By Jon Randall
Chief Coaching Officer

Systematically recharging yourself is the key to getting through these unusual times. Your usual circumstances have probably changed like they have for most people, and it causes stress. It steals away our energy and it hinders our performance at all the important things in your life – being a spouse, a parent, a friend, and focusing on your business or what you do for a living.

One of the keys to maintaining your performance at higher energy levels is a systematic recharge. Think about it – it’s like your cell phone. You have to systematically recharge your cell phone every day. If you don’t, it stops working. Human beings are no different. We’re the same. We need some ways to unplug from the stressful things and plug into something else that recharges us. So if you’re hunkered down at home and you’re working from home and you’ve got kids at home, try going outside.

Try something different, something that makes you laugh. Do some different things that you don’t normally do.  Sometimes when we’re working from home with our families at home all the time, it can be wearying, so it’s important to recharge from the different roles systematically and have regularity so that you have energy for your different roles in life.

Above all else, take care of yourself, eat well, sleep well. We need it more than ever to get through these next couple of months.

To schedule a complimentary consultation for more advice on how to do this, email jon@dynamicdirections-d2.com or call 270-663-7264.

08Oct

By Jon Randall
Chief Coaching Officer

Insurance should be a multiple six figure revenue stream for your practice. If it’s not, there are probably some things holding you back. Now, I know a lot of financial advisors view themselves as professionals and not salespeople, and they have this self-limiting belief of “If I get into insurance with clients, I might be confused with one of those insurance salespeople that’s always pushing something.”

Separate yourself from those people as a true professional who is positioning a solution to help others. You’re not selling products, you’re helping people, so put yourself on a different level. A CAC advisor I have coached for a long time, who always produces multiple six figures in insurance GDC, puts it best: your clients are going to get it somewhere, so you can choose to accept multiple six figures in insurance GDC, or you can choose to allow somebody else to accept that GDC.

There’s definitely some solutions that are probably a bigger bang for your time and produce more with less clients. This approach is getting away from the traditional needs approach. If, God forbid, something happened, that’s more for younger up and coming people, and most of your best clients don’t have the need for that – they probably surpass it.

However, most wealthy and savvy people leverage a lot of the benefits of insurance. It’s one of the few vehicles where you can put assets in and guarantee a certain amount of money for the family, the heirs, the kids, the grandkids, and then some. So in thinking about these solutions differently, you can position some great tax savings and estate planning. This is a difference approach with your clients – it moves from selling the small term policy to talking about big legacy planning that your top clients will value.

These are the things that they’re looking for. These are the things that will bring tremendous value and set you apart from everybody else. And you know what? This business is really special because the more you tend to help people, the more you tend to get GDC.

We have some awesome strategies on how to do this. I was number four in all of Ameriprise five or six years ago using these strategies on a much smaller book in my practice. This is just one of many things I’d love to connect with you on what results worked. We’ve got some workbooks and other exercises around these items that can help you.

To schedule a complimentary consultation on how to implement this idea, email jon@dynamicdirections-d2.com or call 270-663-7264. I’d love to connect with you and help you get big, big GDC results. Stay awesome.

08Oct

By Jon Randall
Chief Coaching Officer

People are in need more than ever, and they need your services to help them. If you take the helping approach in your outreach with others in your referral methods and with your existing clients, to get connected with others, that is the mission.

You’ll get connected with people easier and faster taking that helping approach. So in this time of need, be helpful. You may not be able to put on a doctor’s coat and jump in there and help the sick, but you can help them with your talents. That is your way that you can help America, and you can help things improve.

So get out there, spread the word, offer to help others, make sure all your clients know that you will be available to help those that they know – that’s the helping strategy.

To schedule a complimentary consultation, email jon@dynamicdirections-d2.com or call 270-663-7264.

 

 

08Oct

By Jon Randall
Chief Coaching Officer

Energy management is a key to achieving peak performance. It can be a tremendous tool and is highly associated with your overall performance in work and in life. It’s important to balance and enhance your energy when you need it most.

Think about the things that give you the most energy and do more of those things. Think about what steals your energy, what are your energy vampires, and reduce them or avoid them.

Energy is really tied into the other parts of your life as well, such as sleep. Most human beings typically need seven to nine consecutive hours of sleep to fully recharge, just like your phone might need to recharge in between using it. And your food intake is very important too – being aware of your calories and avoiding sugars. Plant-based diets are becoming very popular with elite athletes. So take care of what you put into your body, and take time to rest and recharge it.

And then finally, move around! Especially your cardiovascular exercise, whether it’s running or biking or walking, is really important to your overall energy. Weight training, stretching, things like yoga can really, really help. So take care of yourself. It makes a big difference in your overall performance.

When you need to dig deep, you need those extra charges in your batteries, all of these things will help. We’ve got some great white papers and workbooks on these topics, and if you want to schedule a complimentary consultation to work on this idea, email jon@dynamicdirections-d2.com or call 270-663-7264. Stay awesome.