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Rich Maxwell

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Do Your Oil Changes Regularly

Posted by Rich Maxwell on Jul 31, 2014 10:00:00 AM

 

One of t
he most important drivers of growth and performance of your staff is providing them with timely and constructive feedback.  And yet it is one of the hardest things leaders have to do apparently, given the number of formal feedback processes (annual evaluations) that are routinely delivered late or not at all.  And leaders almost always sigh and complain about having to do them.

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Business and Operations Management, Organizing Priorities

Core Values: A Key Differentiator for Leaders and Financial Advisors

Posted by Rich Maxwell on Jul 16, 2013 9:27:00 AM

 

When interviewed by prospective ClientWise clients, I am frequently asked something like, “What’s the one or two coaching exercises that you find most helpful for successful financial advisors?”


My typical response? “I observe that Identifying Core Values can be a critical exercise, (and differentiator) for financial advisors and financial advisory teams. I’m curious, what are your Core Values?” 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Coaching