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Team Development (2)
Career Pathing & Team Incentives: Part One
I recently facilitated a breakout session at the Barron’s Teams Summit in Las Vegas. The panelists were three heavy hitters: high-performing large firm leaders – Jeff...
Cultivating a Culture of Gratitude: One Simple, Cost-Effective Tool with 4 Transformative Benefits
A recent Gallup study states, “workers who feel strongly connected to their team’s culture are 55% less likely to be actively looking for job opportunities and more than...
Talent Acquisition and the Current Advisor Recruiting and Breakaway Broker Trends
For the most successful advisor firms emphasizing organic growth, competing for top talent to strengthen their ranks and enhance client service capabilities has become...
The Power of Co-Creating Goals: 4 Strategies to Help Move Beyond the Numbers
As an advisor, much of your day revolves around numbers—setting financial goals, managing portfolios, and ensuring the financial well-being of your clients. Although...
10 Must Listen Advisor-Led Podcasts for Wealth Wisdom
In today's fast-paced world, staying up-to-date with the latest financial trends, insights, and strategies is crucial—especially as you strive to offer your clients the...
4 Steps to Delegate More Effectively
Every successful leader knows that delegation is essential to achieving maximum capacity. The key question, however, is whether or not you’re approaching delegation...
5 Tips for More Impactful 1:1 Meetings
When developing professional relationships, there's simply nothing quite as valuable or productive as a well-structured, one-on-one meeting. We’re all incredibly busy...
7 Essential Metrics for Your CEO Scorecard
Recently, I was coaching a group of larger ($1+ billion in AUM) advisory firm CEOs. Our objective was to develop a CEO scorecard they could all commit to holding...
Industry Disruptors—Challenging the Status Quo
As the leader of a dynamic, growing wealth advisory business, several times each year, you and your leadership team should engage with your strategic planning...
10 Tips to Fast-Track Team Goal Setting in 2024
As we embark on the journey of a new year, fully present, with clear heads and open minds, this is the perfect time to commit to a ‘growth restart.’ From carefully...
7 Tips for Creating a More Interdependent Team
At ClientWise, we often stress the critical importance of developing an interdependent team rather than an autonomous work group. But how do you objectively determine...
5 Ways to Create and Cultivate a Growth Mindset Culture
Carol Dweck, Ph.D. and author of Mindset: The New Psychology of Success, defines a growth mindset as believing “the hand you’re dealt is just the starting point for...
5 Key Benefits of a Structured Team Recognition Program
“Don’t ask how we can motivate people. That’s the wrong question. Ask how we can provide the conditions within which people can motivate themselves.” — Edward Deci,...
7 Central Concepts to Shape Your Hiring
This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....