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172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle

172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
46 minutes
Released:
Feb 27, 2024
Format:
Podcast episode

Description

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:Making relational deposits before withdrawalsFostering trust and support within relationshipsInvesting in personal and professional developmentSelectively consuming literaturePracticing mental fortitude and disciplineIf you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!----------------------LINKS FROM THIS EPISODECheck out the podcast Real AF with Andy Frisella hereGrab your copy of Think and Grow Rich hereOrder The Book on Mental Toughness hereGet The Five-Minute Journal  herePurchase this month’s #fakebookclub book The Slight Edge hereLearn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts   SpotifyDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Feb 27, 2024
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!