While interviewing numerous producers who manage over $1 billion in assets for my books, we discovered that they have certain habits and attitudes that push them onward when everyone else is bemoaning a lack of business. They are propelled forward by the way they’ve structured their businesses, their vision of the future, a strong belief in what they do and their commitment to current and future clients. However, like other financial professionals, they have their ups and downs. Yet, there are some important differences between them and “average” advisors. Their productive times seem to last longer, and their down times are less severe. They are able to separate their daily issues from the immediate tasks at hand and know how to deal with the stresses of business. Here are some ideas that have worked for them.
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