The Efficient Advisor: Tactical Business Advice for Financial Planners

172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle


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Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.

In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:

  • Making relational deposits before withdrawals
  • Fostering trust and support within relationships
  • Investing in personal and professional development
  • Selectively consuming literature
  • Practicing mental fortitude and discipline

If you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!

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LINKS FROM THIS EPISODE

Check out the podcast Real AF with Andy Frisella here

Grab your copy of Think and Grow Rich here

Order The Book on Mental Toughness here

Get The Five-Minute Journal  here

Purchase this month’s #fakebookclub book The Slight Edge here

Learn more about one-on-one coaching here

Enroll in the Perfect RIA masterclass here

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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