The 4 Minutes™ Blog

Investment Industry Icon Tom Dorsey of Dorsey Wright & Associates Interviews Financial / Wealth Advisor Coach Bob David – Richmond VA

August 28th, 2018

Investment Industry Tom Dorsey Interviews Advisor Coach Bob David

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Lamb to Lion

January 30th, 2017

Have you ever gone through a period of feeling weak, uncertain, worried or doubtful about your career, business or personal life? If so, then you know how debilitating that can feel. Its that sense of hesitation, vacillation, floating along without clear purpose or confidence in a particular direction or course of action. If we’re not […]

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Sniffle, Shimmy & Planned Spontaneity

September 29th, 2016

Did you watch the first Presidential debate and find yourself “armchair quarterbacking” and “second guessing” the responses made by the two candidates? Beyond the sheer spectacle of watching two culturally iconic figures clash who bring vastly different personalities to the battle, there are some Advisor success lessons to be learned here that go beyond just […]

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The Next Best Thing to Winning….Is Losing

September 9th, 2016

Fall is my favorite time of year here in Virginia for lots of reasons…the arrival of cooler temperatures, colorful leafs on the trees and of course football season. One of my fondest fall memories was playing football for Coach Dick Sheridan at undersized Furman University back in the 80’s when we celebrated major upset victories […]

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The Salesy Socialist

August 11th, 2016

Have you noticed the slow, creepy shift happening with the next generation away from the virtues of business competition, hard work and free market capitalism towards a culture of entitlement, “participation trophies” and socialism? In my speaking, coaching and consulting engagements, I know that words and their meaning matter. And though the saying “sticks and […]

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Summer of Love for Clash, Trash and Cash

June 24th, 2016

Did you hear that loud noise coming from across the pond after the Brexit vote? Like the culturally iconic Woodstock concert of the 60s, this event likely portends a summer of lots of background noise full of love for clash, trash and even cash for everyone within earshot. Time to “clash” : Just when you […]

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What do Advisors and Trump vs Hillary have in common?

May 25th, 2016

Advisors who may be tempted to “sell in May then go away” for the summer might want to reconsider that strategy given what’s happened this crazy Presidential election year so far and focus instead on aggressively prospecting and managing expectations  like leading candidates  Trump and Hillary are being forced to do. Consider the daunting challenges […]

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Mastering the 7 Emotional States of Advisors and Investors

May 11th, 2016

We all know that our emotional state impacts our decision making ability in our world as advisors. When the markets are going up, we get greedy. When the markets are going down, we get fearful. And weʼve seen the empirical evidence regarding the disconnect between investment returns which are mostly market driven and investor returns […]

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Tossing Out Financial Advisor Excuse Pillows

May 9th, 2016

In order to survive turbulent markets, sometimes advisors need to practice “tough love” on themselves and clients alike for the best interest of both. Its so easy to make excuses for not making progress when our environment seems hostile but this is when making decisions and executing effective strategies counts most. When we rationalize our […]

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Motivation 2.0

May 9th, 2016

Implementing changes for 2016 around leadership, professional and personal development should include tossing out the traditional “carrots and sticks” as key motivators. Find “PULL” instead As a professional in an ever changing economy, its likely that you or someone you know is struggling to find their way both personally and professionally. Enthusiasm for our jobs […]

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