I get lots of ??? about how I built a 7-figure business in < 2 years, working 25 hrs/wk from a beach in Costa Rica. I was clear. Didn’t quit when it sucked. Flipped off my fears. Flowed vs forced my way. And I refused to accept the status quo. Just don’t settle. ThinkUP^

Spent the first half of my birthday skiing with my son, then home cooking with the family and now watching Super Bowl 59 as I celebrate 52 eating chocolate cake 🎉

@craigiskowitz @orionwealthtech I’d ask if you lined the purple blazer with fleece but it’s pretty warm. See you soon!

@T_Gatzemeier @markcecchini Agreed. We see everyone else’s highlight reel and compare it to our reality - always to our disadvantage!

Your job is to offer. Their job is to choose. We tend to take their choices personally and wonder what it means about us, when it could just be a conversation about the services they received for the fee and whether it was truly a fit. You ultimately want to build a base of clients that are motivated, able to see your value and happy to pay. If they don’t raise their hand they aren’t those three things. Onward and upward 🚀

🚨 1 week to go! 🚨 Excited to lead the panel More Than Numbers: The Human Advantage of Women in Wealth at the Advyzon Conference! We’re diving into: ✨ How trust-building & connection drive success ✨ Why human-centered skills are the new competitive edge ✨ The role of emotional intelligence in shaping the future of wealth Can’t wait to connect & share ideas! Who else will be there? 🙌

Clients Remember How You Make Them Feel 📌 Your clients won’t always remember the numbers you showed them. 📌 They might not even remember every strategy you laid out. But they will always remember how you made them feel. ✅ Did you make them feel heard ✅ Did you make them feel confident in their next steps ✅ Did you take the time to understand what truly matters to them 💡 In a world full of information, the advisors who connect win. What’s one thing you do to make sure your clients feel supported?👇

⏳ Why Do Some People Get More Done? Same 24 hours. Different results. The key? Action + Accountability. Here’s how to make real progress: 1️⃣ DEFINE YOUR GOAL – Know what you want. “I will set my annual schedule and block client meetings.” 2️⃣ COMMIT TO IT – Tie it to what matters. “Because it gives me freedom and flexibility.” 3️⃣ TAKE ACTION – Start today. Progress beats perfection. “I will set my annual schedule and block client meetings.” 4️⃣ MAKE IT A HABIT – Track it. Stick with it. “Following my schedule is part of my monthly Success Shifter.” 👉 Ready to take the first step? Download our ‘Starting Today’ worksheet now!

The secret to deeper client relationships isn’t what you know—it’s how you ask. This week’s #MondayMojo reveals how asking better questions can unlock deeper insights, build trust, and drive referral growth. @jlittlechild

🌟 Meet Bridget B.! 🌟 In her 2nd year of solo practice & her journey with Limitless, Bridget is living her purpose: 💡 Her Why: After her 2019 divorce, she became the financial advisor she wished she’d had—helping women rebuild confidence & financial independence. ✨ Core Values: Connection: Building relationships rooted in growth, curiosity, and joy Creativity: Supporting women in reclaiming their financial power Bridget’s story embodies what we love about Limitless—turning challenges into meaningful service. @jedlevene @MichaelKitces

Learning is a required stop on the way to mastering your craft. Welcome to the club! If it’s process refinement - great, easy to tweak and test. I suggest a process overview 1 page) that highlights the process steps in a bar with “strategic” on one side and “tactical” on the other and a arrow pointing to where you are in the process for each meeting. Better yet, design a branded auto fillable pdf and update with client information and timeline for each meeting. For all clients but esp larger/complex ones getting their time is hard so you always (!!) set a next step before ending a discussion. Follow ups are poor next steps because they’re easy to move. I prefer calls (let’s set a call 2 weeks out to … in the meantime please get us … Set the expectation that they are busy and this is easy to put to side so will set meeting every 2-3 weeks to get through process efficiently and get their plan in place asap. The visual cements the idea you’re going through a defined process, it’s best to meet every 2-3 weeks and highlights what to expect (brains love this degree of intention and certainty).

Gut check: Are you spending time on tasks that drive growth—or just keep you busy? 🤔 🔝 Above the Line: High-impact tasks like client strategy & vision planning ⬇️ Below the Line: Repetitive, low-value tasks like scheduling or formatting To thrive, focus more time Above the Line: 1️⃣ Write down tasks: Does this align with your goals? 2️⃣ Delegate/Automate: Free up energy with tools & outsourcing. 3️⃣ Block time for high-value work. ✨ Action Step: What’s one Below the Line task you’ll let go of this week? 👉 Use this worksheet to help you start working above the line!

It’s biology. We are hard wired to register negative inputs 9x more than positive ones. Positive experiences are cool but they don’t eat you 🦁 Which is why it’s important to reframe the No from a lack story into a learning story. I dont fail - I win or I learn. Either way, you win. 🏆

How do leaders like Sara Blakely, Brené Brown, or Tony Robbins achieve extraordinary success? After years of studying success psychology and working with leaders, I’ve found the key lies in mindset. Here are the 7 mindsets that set top achievers apart: 1️⃣ Worth – Know your value and stand by it 2️⃣ Clarity – Focus on what matters most 3️⃣ Value – Stop undercharging and own your worth 4️⃣ Time – Prioritize what truly moves the needle 5️⃣ Leverage – Use resources and systems for maximum impact 6️⃣ Relationships – Build connections that fuel success 7️⃣ Money – Develop a strong, profit-first mindset ✨ Success isn’t about doing more—it’s about thinking differently. Which mindset resonates most with you? @robertsofia @BionicSocialite @dianacabrices @sspotswoodrfg @MichaelKitces @AaronKlein @DanBoltonLMHC

🚀 Your Invitation to the Breakthrough Course 🚀 Climbing a mountain starts at Base Camp – preparing, acclimating, and gathering the tools for success. 🏔️ That’s what our 4-week Breakthrough Course is all about: helping you build the mindset, strategies, and tools to tackle your biggest 2025 goals. In 4 weeks, you’ll: ✨ Develop a growth mindset ✨ Clarify your vision and goals ✨ Take control of your time ✨ Turn plans into action This isn’t just learning – it’s doing. Join us and start your climb today. 👉 @Rita_Robbins @jlittlechild @LouisDiamondDC @robertsofia @BionicSocialite @DanBoltonLMHC @ThrivosLLC

Feeling overwhelmed by everything on your plate? When everything feels like a priority, it’s hard to make progress. That’s where our FREE Practice Diagnostic can help! ✔️ Personalized assessment ✔️ Clarity on what’s working—and what’s not ✔️ Focused next steps for real growth Stop spinning your wheels. The Practice Diagnostic clears the clutter so you can focus on what matters most. Take the Practice Diagnostic today and simplify your path to success. 👉 @candicecarlton @XYPNMktgCoach @AbbySalameh @jlittlechild @ThrivosLLC @Rita_Robbins

This weeks #MondayMojo shared popular coach confessions from advisors on what’s holding them back.

@markcecchini Clear, compelling visuals Mark! Well played 👏

🌟 Meet Chris W.🌟 When we asked members to share their Big Why, Chris shared his vision: “This is where I’m going, but I’m not there yet… I love my practice, my clients, and the impact I’m making—helping my family, my community, and living with abundance and generosity.” Talk about clarity and purpose! 💡 How does your vision guide you? 👇