Resource Library · Free
Mindset & Performance Resources for Financial Professionals
You probably don't need more information.
But sometimes one idea changes how you see everything.
These resources are for financial advisors, insurance RVPs, wholesalers and distribution leaders who want to think better, perform more consistently, and find what might be standing between their current results and their next level.
Start with your role
- AdvisorsFinancial Advisor Coaching →
- RVPsInsurance RVP Coaching →
- WholesalersInsurance Wholesaler Coaching →
- LeadersDistribution Leader Coaching →
The core frameworks
Showing 75 of 75
Part one · The practice
For Financial Professionals
Mindset, beliefs, execution and consistency, written for the people this coaching practice serves.
For Financial Professionals
- For the WholesalerWhen effort isn't moving the numberFor Wholesalers
- For the Financial AdvisorWhen the book stops growingFor Financial Advisors
- For the Insurance RVPLead from belief, not pressureFor RVPsLeadership
- For Distribution LeadersThe ceiling is internalLeadership
- Build → Perform → ChampionThe three levels of performancePerformance
- The Knowing-Doing GapWhy you don't do what you knowKnowing-Doing GapExecution
- The BTFAR FrameworkBelief → Thought → Feeling → Action → ResultBTFARBeliefs
- About Michael FoxIn financial services since 1996 · author · coach
Communication & Sales Conversations
For Financial ProfessionalsExecution, Consistency & Habits
For Financial Professionals- Keep Your WordThe currency of a life that worksConsistency
- What Gets Tracked GrowsGoals · money · health · habitsExecution
- The Ivy Lee Method$540,000 daily routine · free templateExecution
- Common Denominator of SuccessAlbert E.N. Gray · the one secretConsistency
- 100% ResponsibilityNo blame · no complaints · no excusesMindset
- Completion Frees EnergyClose the open loopsExecution
- The Power of AgreementsThe invisible architecture of trustWork & life
- The Partnership ContractAgreements that build partnershipsLeadership
The Method
- The TFAR MethodThoughts · Feelings · Actions · ResultsBTFAR
- MindloopsThe programmed pattern behind the resultBeliefs
- The ProgrammingWhy you don't do what you knowKnowing-Doing Gap
- Change the ProgrammingThe protocol · one habit at a timeSelf-Image
- Tiny ShiftsHow small habits rewrite a lifeConsistency
- AutosuggestionInstalling a belief on purposeBeliefs
- The Check-InThe 30-second question that kills the storyMindset
Part two · The broader work
Personal Growth & Mindset
Michael's wider writing on gratitude, grief, spirituality, kindness and life. It's part of his body of work and open to anyone. Pieces marked “Also at work” apply directly to professional performance.
Identity & Awareness
Personal Growth & Mindset- You Are AwarenessThe discovery that ends suffering
- Be YourselfThe power already in you
- You Are Already EnoughFor anyone who feels they're not
- You Are PowerfulThe miracle you take for granted
- Be, Do, HaveThe principle most live backwardsAlso at work
- Rules of the GameThe Pretend Game · The Awakening
- Being vs. DoingThe way of being that changes everythingAlso at work
- The Story You TellLife occurs through your interpretationAlso at work
- Fear Is the MessengerThe belief behind the feelingAlso at work
- The ThresholdBreaking through the wall of fearAlso at work
- The Quiet CertaintyHow real confidence is builtAlso at work
- The Fear of RejectionThe cage you built yourselfAlso at work
- Chip AwayDismantling the beliefs that run youAlso at work
Gratitude
Personal Growth & Mindset- Live In GratitudeThe one frequency
- The Alchemy of GratitudeMastery level practice
- The Gratitude DojoWhite belt to red · the belt system
- The GameOne rule · two people · infinite impact
- The Ripple — On KindnessOne small act changes the room
- The Ripple EffectEvery action sends a current
- Stories of Kindness22 true stories
- The Mirror of JudgmentBless others, receive peace
Difficult Seasons
Personal Growth & Mindset- When Life Is Too MuchA field guide for the overwhelmed
- After the LossFor the one walking through grief
- Two DaysA message from my mother
- The Weight of GuiltCarrying what was never yours
- The ResistanceStarts everything · stops at the wallAlso at work
- The Illusion of ControlFor the stressed and anxious
- The Expert of Why It Won't WorkFor the chronic excuse-makerAlso at work
- The Universe Is Training YouEvery challenge is curriculum
- Let Go, Let GodTrust the current that carries you
- Trust the ProcessFlow vs. force
Universal Laws
Personal Growth & Mindset- The Worthy IdealA goal that grows youAlso at work
- The Power of DecisionThe move that changes everythingAlso at work
- The Power of AskingCloser than you think
- The Law of GratitudeThe frequency that pulls it in
- Cause and EffectWhat you put out comes back
- You Can't Outgive the UniverseThe law of generous return
- The WallSurrender · responsibility · the universe
- Create Your VerdictThere's always a way
- The Cosmic GPSReading the signs
Books & Free Resources
- The Library — All 16 BooksEvery book · Kindle · Paperback · Audible
- The Superhero Nobody Could SeeIllustrated children’s book · Read online
- Removing the MaskFree download · Michael's new book
- The Whisper of GodFree download · The Path of Thanks
- Gratitude MasterclassFree · 7 lessons · 30-day practice
- The Daily LetterOne short letter, most mornings
- Ask MichaelFree AI coaching in Michael's voice
Ready to apply this to your performance?
You can read ideas all day.
The real question is what happens when you apply them to your own beliefs, habits, decisions and performance. That's the work we do together.