The Happy Advisor: Bill Smith

1.	An Advisor’s Creed	1
2.	You Are Called to Duty for Such a Time as This	6
3.	Rethink Your Attitude in the New Year	11
4.	Become a Top Producer in 21 Days	13
5.	Ten Ways to Break Out of a Slump	15
6.	From Good Advisor to Great Advisor: What Makes the Difference?	18
7.	Twelve Points to Soothe Your Rattled Psyche	24
8.	How to Get the Respect You Deserve	27
9.	Clients Think They Don’t Need You? They’re Wrong and Here’s Why	24
10.	Eighty Things You Do for Clients	37
11.	‘A’ Is for Attitude	44
12.	‘B’ Is for Books	47
13.	‘C’ Is for Contacts	51
14.	‘D’ Is for Discipline	55
15.	‘E’ Is for Excel	59
16.	‘F’ Is for ‘Frequency’ (The Movie)	62
17.	‘G’ Is for Game	66
18.	‘H’ Is for Hicks	69
19.	‘I’ Is for Illustrate	72
20.	‘J’ Is for Joke	75
21.	‘K’ Is for Kaput	78
22.	‘L’ Is for Level	81
23.	‘M’ Is for Mindset	84
24.	‘N’ Is for Niche	87
25.	‘O’ Is for Opportunity	91
26.	‘P’ Is for Perspective	94
27.	‘Q’ Is for Quotes	97
28.	‘R’ Is for Recommit	99
29.	‘S’ Is for Survivor	102
30.	‘T’ Is for Thanks	105
31.	‘U’ Is for Unstoppable	109
32.	‘V’ Is for V (FiVe)	112
33.	‘W’ Is for Women	114
34.	‘X’ Is for X-Roads	118
35.	‘Y’ Is for You	121
36.	‘Z’ Is for Zone	123
37.	Thirty-Eight Reasons to Be Happy You’re a Financial Advisor	127
38.	Ten Ways to Defy the Doldrums	132
39.	How to Run Your Day Like a Top Producer	135
40.	Battle Through the Day-to-Day Difficulties	140
41.	Opportunities Abound—Even in Down Markets	144
42.	Sixteen Reasons to Be Happy When the Market Is Down	146
43.	Twenty-Two Things Your Clients Care More About Than the Market	152
44.	How Much Are You Really Worth to Clients?	155
45.	Six Plagues That Advisors Conquer—Always!	159
46.	How Top Achievers Overcome Failure and Rejection	164
47.	Four Ways Top Producers Show Clients They Care	168
48.	Ten Talking Points for Rattled Clients	172
49.	An Open Letter to a New Branch Manager	177
50.	Eleven Ways to Eliminate Anxiety and Enjoy Your Job Every Day	181
51.	Turn Time Into a Tool—Not an Excuse	187
52.	Thirty-Nine Ways to Stay Upbeat	190
53.	Thirty Tips That Propel High Achievers	195
54.	Lessons from the Christmas Cactus	201
55.	New Year’s Resolutions: Getting to $1 Million in the New Year	204
56.	Wall Street Does Dylan’s ‘Don’t Think Twice’	206

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You’re Not Alone
“In the 15 plus years I have known Bill Smith, I have come to realize that he is not only a great financial advisor that truly understands his clients, but he also has a fantastic time while doing it. I wish I had owned a copy of this book and had his attitude when I was an advisor!”

—Tom A. Lewis Chief Executive Officer Realty Income (NYSE: O)

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