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Leadership (7)
Search for the Mandela Inside of Yourself
Financial professionals are blessed with the responsibility and pleasure of forming lifelong relationships with clients to protect what is, for many, the most sensitive...
Happy Thanksgiving!
Happy Thanksgiving! Regardless of our individual struggles and obstacles, we all have so much to be thankful for. I'm Blessed beyond words and I thank all of you for...
A ClientWise Super Bowl Commercial?
After spending many hours helping our successful financial advisor clients achieve even bigger and bolder success, the shoe is now on the other foot.
How Financial Advisors Build a Powerful Vision Narrative
Fifty years ago, Dr. Martin Luther King Jr. put forth his vision for the future, with his “I Have a Dream” speech. Regarded as the top political speech of the 20th...
6 Steps to Asking for Advice from People Busier Than You
“No man is an island” was originally a meditation by the English poet/priest/barrister, John Donne (1572-1631). In 1964, it was also a hit song by The Lettermen. The...
Defining your Legacy as Leader and Financial Advisor
What is your legacy as a financial advisor and leader? Max De Pree is the chairman emeritus of Herman Miller, Inc., an innovator in the office furniture business over...
Leadership (and Humanity) in the Moment: Luke Hancock and Kevin Ware
In the literature of financial advisors, as well as the lexicon of sport, “leadership” and “heroism” are virtually clichés. We read all sorts of articles and books on...
5 Good Reads on Listening: A "Secret" Skill for Financial Advisors
“You're short on ears and long on mouth.”…John Wayne A very Duke-like quote on listening, as spoken by John Wayne as Big Jake. Big Jake wasn’t one of the Duke’s best...
How Financial Advisors Build Useful Behavioral Momentum with Clients
Each quarter, Russell Market Research compiles the Financial Professional Outlook, the collected opinions of financial advisors from national, regional, and independent...
The Financial Advisor as Entrepreneur: 10 Entrepreneurial Skills
The word “entrepreneur” is of French derivation (entreprendre, to undertake) and is defined as: a person who organizes, operates, and assumes the risk of a business....
Financial Advisor Marketing: The Courage to say “No!”
I’m reading a first-rate new book, Uncommon Service: How to Win by Putting Customers at the Core of Your Business, by Harvard Business Professor Frances Frei and global...