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ClientWise
Part I: Questions to Ask When Building or Structuring Your Team
Building a team is a complicated endeavor. Bringing more people under your business umbrella means you are expanding your capacity, capabilities and range of services,...
The Porcupine in the Room
Have you ever experienced a “coaching moment” where an emotionally charged issue came up for the person you were coaching? In a recent Certified Financial Services Coach...
Business DevelopmentTeam DevelopmentLeadershipCoachingBusiness PlanningOperationsMarketing & Communication
How to Refresh Your Wealth Management Team in 2015
The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...
The Best Leadership Books from 2014
Team Leadership is an incredibly important and in-depth topic in today’s world. It’s so important to our financial advisor clients that most of the workshops we hold at...
The Word of the Year: Culture
“A nation, a workplace, an ethnicity, a passion, an outsized personality. The people who comprise these things, who fawn or rail against them, are behind...
Financial Advisors! 6 Keys to Change Your Client Conversations
As you wrap up the New Year it’s important to set aside some time to sit down with clients, whether to tie up loose ends from 2014 or begin preparations for 2015. As you...
5 Measurements to Consider in Your 2015 Strategic Business Plan
Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other...
5 Takeaways for Succession Planning from Built To Sell
In his best-selling book, Built to Sell, John Warrillow writes what appears at first glance to be a guidebook for creating a solid sales platform. In actuality, the tips...