Top Advisors are Joining... THE WEALTH ADVISOR INSTITUTE (WAI) The Wealth Advisor Institute (WAI) is an association of financial professionals comprising Investment Advisors, Insurance Agents, Attorneys, and Accountants who are committed to serving the affluent and high net worth client by adhering to the highest professional standards, conduct and ethics, with knowledge and objectivity in the delivery of advice, products and services. The Wealth Advisor Institute is tailored to successful advisors with five-plus years experience and a record of achievement. These advisors are keenly aware of the increasing challenges of staying competitive and distinctive in an increasingly fragmented industry environment and possess the initiative to become true wealth advisors to meet the wide-ranging needs of affluent clients. WAI targets advisors who aspire to attain the highest level of professional accomplishment and success, who recognize that knowledge and expertise are the key drivers of their ability to attract, retain, support and serve the affluent and high net worth investor.   WAI welcomes into its ranks all investment advisors, insurance agents, attorneys, and accountants committed to serving the affluent and high net worth client. Nowhere else in the industry is there anything comparable to the WAI combination of training, education, business development, practice management, and networking with peers. Membership Benefits: Wealth Advisor Webinars & Symposiums throughout the year Networking Events Outstanding Health Insurance benefits available  Access to tools, information and research  Website Directory of Allied Professional Members (coming soon) And much more! To find out more and/or become a member, please click here. Also, please feel free to review the attached PDFs which describe WAI and the Healthcare benefits in more detail. ************************************************************** This issue's article is by Joseph J. Lukacs, Business Coach and the founder of International Performance Group LLC., a professional business coaching company delivering customized coaching and training. "Consistency Is Key" By Joseph Lukacs (from Chapter Two of his new book, Practice Power - 12 Steps to Take your Business to the Next Level, reprinted by permission)   Procrastination Kills So many people in this industry have this, “I’ll do it tomorrow, I’ll get to it tomorrow, I’ll get to it next week” attitude that follows them like a bad shadow. If they would simply focus on the here and now, and control those things they actually have control over…which is here, today, now. Not worry about the past. Not worry about the future. Just worry about today. If you did that for an entire year, imagine the power of your business. Whenever possible, you always want to deal with problems early, in their infancy, before they evolve into big problems or challenges. Kill the monster while it’s tiny. Have a process in place, like the Level 10, 1 to 5 mornings, and 1 to 5 afternoons, to identify your slumps early.   Next, create strategies to get you back on track. For example, if you see that you’ve fallen off the track a little bit, stop right there and decide to get back on board or find a way to do that. What causes people to fall off track early in their business plan or early in the year is that they put so much pressure on themselves to have a dynamite January and sometimes it doesn’t happen. So what happens is, January ends and they are already behind for their yearly goals. So make sure in January to cover some good ground, but please don’t over-commit because again, you are looking to build consistency that will also allow you to build momentum.   Commit to making sure every day counts. Don’t say to your self, “I will do it tomorrow or I will get it done on Monday.” Enjoy daily excellence.   Having a “Just Do It” Mentality   The last thing you need to do to start each month and year on the right path is to create a sense of urgency for yourself. All successful financial advisors and insurance professionals I know tell me that having a sense of urgency is important to achieving their goals. In fact, it is fundamental to achieving their goals and having the ‘just do it’ mentality.   Procrastination is the cancer of success in this business and quite frankly, in life. Break the habit of telling yourself, “I will do it tomorrow.” Commit to action every day and, at the end of each day, ask if you’ve done the things necessary to take your business to that next level. Your answer will be a daily gauge and, coupled with the ten-point program you put together, will tell you if you are on track each and every day. You are only going to lie to your self if you try to fake it.   Many people in this industry pretend to work, pretend to be productive, because they think, “Well, if I am here in my office I am going to do the right thing.” It doesn’t work like that. The only person you are fooling is yourself. So, for the coming year be brave and bold. Make the commitment to execute each day with excellence. End of Chapter. ________________________________________________________________________ Author's note: Joseph J. Lukacs, Business Coach, is the founder of International Performance Group LLC., a professional business coaching company delivering customized coaching and training, by telephone, to financial and insurance professionals. International Performance Group LLC. is based in Melbourne, Florida. Joseph can be reached at 321-255-2889, by e-mail to JJL@jpginc.net, or visit our Web site: http://www.jpginc.net   This Month's Registered Rep Opportunity Since 1986, this Broker-dealer has been committed to giving independent financial advisors the leverage they need for achieving success. Today, it is one of the most progressive broker-dealer firms in the country with more than 1,000 independent professionals around the U.S. and over 250 support staff in its Florida headquarters. This B/D provides independent financial advisors support and flexibility to assist them in finding their customers the right investments for more of the life they want to live. Because their executive team and board of directors were all once and currently are full-service reps, they understand the business and the fact that their customers are you, the reps. Regardless of your specific model, whether you are a transactional equity rep, a planner, a fee-based rep, insurance rep or traditional broker, they have the people and infrastructure in place to help you succeed. They believe they have the tools to help you elevate your business and reach your professional and personal goals. If you want a career move that will take you to new heights, thisB/D may be the right place to be. At this Broker-dealer, the entrepreneurial spirit is on. The intense corporate pressure is off. With no incentives to sell proprietary products, you have the flexibility to advise your clients what you believe is in their best interest. If you want it, they have a support team that will scour the industry for you looking for new products and services, to keep you and your clients one step ahead in this fast-changing market. Their approach gives you freedom to do what you do best. They have built a platform that can transform any existing platform, whether you are currently working as a lender, an insurance agent, or a registered rep. You have access to the same resources of any traditional Wall Street firm, as well as multiple clearing arrangements always at your fingertips. With that comes the flexibility to manage business and clients your way, and a payout rate that truly recognizes your talents and abilities. Technology - Their technology department is diligent when it comes to making your tools easy to implement, easy to understand, and easy to use. They have an innovative infrastructure to keep your practice operating at its peak efficiency. And most importantly, their home-office experts are here to help you with your transition and provide ongoing support anytime you need them. Payouts - They recognize your talents and expertise, and feel strongly that you should be highly rewarded. At this B/D, independent financial advisors typically enjoy 70-90% payouts, one of the most rewarding plans in the industry. However, payouts are flexible and often depend on the financial advisors performance and volume. A recruitment consultant works closely with you to determine a beneficial arrangement based on your individual business model. Volume benefits and discounts - When you join this B/D, you will immediately benefit from the full-scale of benefits associated with a large organization. You gain the best of both worlds: independence with total access to a multitude of volume advantages. Because they function as a collective group with more than 1,000 advisors nationwide, they are able to contain costs and help you keep fixed expenses as low as possible. This B/D is enjoying steady growth and was recently listed in Financial Planning magazine’s 2005 FP50 survey as an “Up & Comer,” which lists top independent broker/dealers.   If you know anyone who would be interested in this or other Rep Opportunities, please have them contact Jason at 727-725-8876!

Here are some additional opportunities from Turning Point, Inc.: