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Leadership (8)
How Millennials Can Save the Financial Services Industry
Much has been written about the “graying” of the financial services industry: The median age of the 300,000+ financial advisors in the USA is about 50. 21% of advisors...
Expert Financial Advisors, Tim Tebow, and the 10,000-Hour Rule
Are you an expert financial advisor? This is not a casual question. To the extent that you are able to look a prospective client in the eye and say with supreme...
Financial Advisors: Dump Your Assumptions About Millennials!
Talk about your Generation Gap! There’s a pretty big one when you look at the demographic bands of the financial advisor community.
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...