Mentor for New & Mid-Career Advisors | Sharing My Costly Mistakes & Lessons | On a Mission to Help 10,000 Advisors Build Better, More Balanced Practices
WARNING: Longer post (but worth reading or bookmarking for later).
Your life has seasons.
Each one is unique. Characterized by its own distinct desires, struggles, opportunities, and identity.
But one reflection I've had recently is just how easy it is to completely disassociate with the present season.
To give all your time and energy toward a longing for some nostalgic memory of a prior season or an anticipation for some beautiful state of a future season.
You look back at the past and all you see is sunshine. Because it all worked out. You forget (or glaze over) the struggle you endured. You're here today. You made it. You're alive. You're doing fine.
You look forward at the future and dream on what could be. You'll have so much more. More freedom. More purpose. More health. More deep connection. More everything.
The past is beautiful and the future feels limitless. So, logically, you slowly start to treat everything about the present as the bridge. A dash connecting your past and your future. A gap to be crossed as quickly as possible.
Everything you do today is in anticipation of some eventual end state.
I'm doing this now, so that I can have that later.
Unfortunately, the danger of that dissociation with the present is significant. You may spend your entire life living for a future that has a decidedly mirage-like property. You inch closer, but when it's right in front of you, it disappears and reappears on the horizon.
You may spend your entire life skipping through the present, deferring your presence, your joy, and your very humanity to a future that never comes.
In a classic French fable, a young boy is gifted with a magic ball of golden thread. He's told that if he simply pulls on the thread, time will leap forward. The catch, of course, is that once it's pulled, it can never be put back.
The young boy takes advantage of the newfound powers. Each time he's faced with a boring day at school, a frustrating set of chores, or a scolding from his parents, he pulls the thread, skipping through to the good parts.
As an adult, he continues, leaping through mundane struggles in his marriage, the friction of having a newborn, and the boredom at work. He finds himself pulling on the thread more and more, avoiding even the most minor inconveniences of his life.
But when he wakes up one day and sees an old man looking back at him in the mirror, he's filled with regret. He realizes in that moment that as he chose to skip through the boredom, struggles, and friction, so too did he miss the real texture of being alive.
How often do we all do the same? How easily do we default into this disassociation? Disconnecting from the present in anticipation of some future.
A mentor recently asked me this:
"Where are you going and why are you in such a rush?"
It hit me hard.
And to be honest, I haven't stopped replaying those words since he said them.
Why are you in such a rush?
The world wants you to rush into everything. Rushed decisions. Rushed conversations. Rushed relationships. Rushed timelines.
In doing so, you slowly relinquish your agency. You give up your claim on your own life. Surrender authorship to a pen that was never even yours.
In a world that wants you to rush, the ultimate act of rebellion is presence.
Be in the season you're in. Don't romanticize the past, don't fantasize the future. Be here. Be now. Be in this. All of its texture, depth, and struggle. All of its joy, tension, and pain. Sit with the uncertainty. Become friends with it. Fall in love with it.
Because every single thing you do today is something your younger self dreamed of and something your older self will wish they could go back and do.
The good old days are happening, right now.
And the next time you find yourself skipping through the present, remember these words:
Where are you going and why are you in such a rush?
Be open to asking for help.
I knew nothing about business owners. Walked across the hall and asked my now-business partner to team up.
Swallowed my pride and it paid off huge.
Pride is expensive.
Stop trying to memorize clever one-liners.
Nobody gets swept off their feet by a spreadsheet. Just talk like a human.
Build real conversations.
The “magic close” doesn’t exist.
The “kitchen table” days were brutal.
Drive 2 hours, knock on the door, watch the curtains close… then open.
Learned quick: Always confirm appointments. But sometimes you just have to show up anyway.
What’s your worst prospecting horror story?
Structure saved me.
Calendar blocks for prospecting, learning, and family. But here’s the truth... having the block is easy.
Actually doing it? That’s the battle. Still working on it daily.
We were taught to blow up our friends & family list with cheesy sales scripts.
Big regret.
Should’ve just asked questions and listened instead of trying to sound smart.
Authenticity wins every time.
Biggest early mistake: Living like I was still getting a bi-weekly paycheck… before the cases actually closed.
Spent money I hadn’t made yet.
Learned that lesson the expensive way.
Anyone else been there?
If your spouse isn’t bought into this crazy advisor life, it’s 10x harder.
Early in my career my wife would ask “Did you do your job today?” not “How was your day?” That question lit a fire.
Grateful she was in my corner.
@saultiegaultie I’d tweak it slightly:
“Act like the person you’re becoming, not the person you’re pretending to be.”
One builds confidence. The other builds insecurity.
@matt_gottshall Man…7856 unread emails? That seems ridiculous. I guess it depends on if the “unread” emails are truly unread? If they are…not sure I’d want that on my team