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)   I’ll give you some quick examples of adjustments I make with clients to really help their productivity. If you think about it, productivity requires a couple of things: 1)     It requires a plan. 2)     It requires energy—and lots of it.   Using the example of the morning person who’s going strong until they crash in the afternoon, guess what comes between those two times? That’s right! Lunch. Far too many advisors, when asked what they had for lunch, respond by saying they wolfed down their favorite McDonald’s Value Meal, with fries and a Coke. Little wonder that, an hour after they eat, they’re back at their desks ready for a nap.   Do they feel like getting on the phone and talking with clients? Forget about it. They’d rather sleep.   Whenever I encounter a client in that situation, the first thing I recommend is a change in their eating habits. Out go the quarter-pounders-with-cheese. In come the salads with a side order of walking for 30 minutes for dessert. And you know what happens? Those Level 1 and 2 afternoons suddenly jump to Level 4’s and 5’s. Multiply that increase of energy over a 200/220-day work year and you can double your business. Double your results. That’s what we’re going for here.   It is so important to measure each day and take a look at your 1 in 5 mornings and your 1 in 5 afternoon totals of ten. You need to understand how you operate. When are your peak times? What is really robbing you of your success?   Consider: When I have clients whose mornings are great, but whose afternoons take a nose dive, I tell them if we can just get their afternoons up to a Level 4, it will radically change their business like never before. They may have struggled for years trying to get to the next level, but when we make modifications in their lifestyle, and hold them accountable for those changes, the end result makes a huge difference.   For the first month of your business plan, track yourself every next 30 days and again, watch for trends. If you start seeing things that are troublesome to you and maybe even scare you, go ahead and make some shifts.   For example, if you find that every Friday afternoon it is just not happening for you, it is like a Level 1 or 2 day, and you can’t wait to get out of there, then do yourself a favor. You’ve got two choices: 1)     Commit to making Friday afternoon a better after noon for you. 2)     Say you are going to have Level 10 days Tuesday, Wednesday and Thurs day, but Friday afternoon you will take off. That is fine, too.   I am not asking you to sacrifice like crazy to get a result if it is not going to make you happy. What I want you to do is find a way to get yourself the result that you want every day. More in our next issue! ________________________________________________________________________ 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 This B/D is a family founded company, which values: a strong work ethic, open & honest communication, maintaining a positive and proactive attitude, and teamwork. Although these characteristics seem basic, it is through these traits and their respect for one another that this company continues to grow, year after year. As an affiliated representative, you will receive a competitive payout and have access to a complete range of investment vehicles, advisory services and insurance products. Founded in 1972, for more than three decades, this B/D has grown based upon fundamentals of quality service to the representatives and sincere caring for the client's best interest.  These foundations of their philosophy are embodied in their Mission and Vision statements: Mission Statement - To improve the financial well being of each client they serve through a strong partnership between their financial professionals and Home Office team. Vision Statement - To be the premier independent financial services firm in the United States.   Technology This B/D provides a web-based advisor workstation designed to fully support your business.  The easy-to-use platform features a combination of client relationship management, consolidated statements, performance reporting and portfolio presentation capabilities.  They also offer trading and account management technology through their clearing and custodial relationships.   Transition Support This B/D is committed to making your transition as smooth and easy as possible.  Their qualified team with guide you through the process, providing assistance with everything from populating new forms to assisting and facilitating your account transfers.  They don’t want the trepidation of changing broker/dealers to hold you back from making a change for the better.   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.: