Category: Health & Fitness

What Has Financial Training Done For You?

November 7th, 2014 by

Watch these Financial Advisors share their whole story in the videos to follow.

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10 Little Things That Can Make a Difference in Your Success

August 5th, 2014 by

Success is the cumulative result of the little things. Here are 10 “little” things that can add up to make a big difference in your success and happiness in business and in life.

1. Buy a nice pen. Invest at least $100. I’m not saying it should be a diamond-studded, Donald Trumpian ostentatious piece of bling. Go to a high-end stationery or department store and write with several of its better pens. Buy the one that feels the best in your hand, regardless of the price. Think about all the notes you take when you are with a prospect or client. Wouldn’t it be great to be taking those notes with a high-quality instrument? Think about all of the important things prospects and clients tell you. Aren’t those important comments worth writing down with a high-quality instrument that feels great in your hands and whose ink flows smoothly on to the paper? And what about when you hand your pen to your new client to sign the documents that transfer their life savings to you? Or to sign that big insurance application or their living trust? What message does it send when you hand them an 89 cent piece of crap pen or the freebie you picked up from the fund company at the last conference? “Here you go. Let’s memorialize you hiring me to help you achieve your goals and fulfill your values with this POS.” Maybe it’s not such a little thing. And don’t kid yourself that you’ll lose it. When you invest big money in a nice pen, you keep track of it.

2. Improve your smile. Whitening your teeth is a good first step. I’m not talking about glow-in-the-dark or movie star white. Just white. Ask someone who cares about you enough to tell you the truth whether or not your teeth are yellow, gray or dingy. Crest white strips are inexpensive and easy to use. It matters. Have you ever noticed how you tend to look at another person’s mouth when they speak? What nonverbal message is your mouth sending? And get a good teeth cleaning regularly. Who wants to hire a Financial Adviser with plaque-encrusted teeth? If you can’t take care of your teeth, why should anyone trust you with their money? Appearances aside, less plaque can help prevent heart disease.


How Fitness Impacts your Business

February 10th, 2014 by

by Anne Bachrach, The Accountability Coach

Financial Professionals tend to become all-consumed in their business, allowing their physical fitness fall to the bottom of their priority list.  While a common occurrence, this habit may sabotage the success of your business – and your health.  Being a Financial Professional takes lots of energy, more than many other careers, and being healthy and physically fit is vital to maintaining the valuable source of energy you need to keep up with your business.

If you’re not fit, neither is your business!

Do you understand how fitness impacts your business?  If you’re not fit, neither is your business.  Regardless of how hectic your schedule may be, it’s imperative to the success of both your business and personal health to make time to exercise each and every day.  According to the CDC, adults need an average of 150 minutes of aerobic activity each week in order to experience the health benefits of exercise.  If you’re like most Financial Professionals, your schedule is likely packed to the max, but consider how empty your schedule would be if you were forced to take time off for serious health reasons.

Taking 45 minutes, 3 days a week, to exercise is a small piece of your weekly schedule and should become as large of a priority as eating or breathing.  Your body is counting on you to give it what it gives you every day – vitality.  While it may seem that exercising takes more energy than you’ve got at the moment, you’d be surprised how much additional energy you’d have from exercising.


BAI Academy 2 – Surf Camp

October 11th, 2012 by

Dive in and get wet! Check out our Financial Advisors breaking through their comfort mold and having fun while doing it. View pictures here!

I Had A Bad Bike Ride Saturday… Or Did I?

August 13th, 2012 by

My primary way of staying in shape is cycling and I’m preparing for a trip to the Central Alps to ride some of the epic climbs that are often part of the Tour de France. This past Saturday I experimented with a nutritional supplement that I thought would help me perform better in the heat. It didn’t work. Instead my stomach was wrecked and my energy sapped. I arrived at the regrouping point at the top of the 11-mile Sunrise Highway climb to Mt. Laguna way behind the others. Recognizing that I was having an off-day, one woman commented, “It looks like you are having a character-building ride today, Bill.” That woman, by the way, is Kathleen McCartney Hearst the female champion of the 1982 Hawaii Ironman. She knows about character. The ride was 77 miles with almost 7,000 feet of climbing and I felt like crap most of the way, but I finished. And the seed Kathleen planted about character stuck. As bad as my day had been physically, I felt oddly good about my “performance.” As bad as it was physically, it turned out be good for me mentally.

Similar things happen in business all the time. Prospects say no. Clients can be flakey. Markets don’t cooperate. Some days are better than others. What if instead of thinking of your bad days as just bad days, you thought of them as character-builders that will give you more strength to be successful in the long-run? After all, being a successful Financial Advisor  is a marathon, not a sprint.