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Business Management
The Power of Reframing When Things Go Right – and When Things Go Wrong
When was the last time you asked to speak to a manager about an employee’s performance? Was it because the service was bad or because it was great? Likely …
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Business Management
The Process of Creating Great Processes
As a coach, there are many key practice management elements that I love to take a deep dive into with my coaching members. One of them is creating processes. …
Business Management
Why Managing People Isn’t Enough
Whether you have one person on your team or a staff of 10 or more, the choice you make between management and leadership will drive your success. Now, it’s …
Business Management
Don’t Lose Out on Great Talent. How to Hire the Right Professionals for Your Firm
Advisors need and want to bring in top talent to their firm, but a majority of them are falling short. For years we’ve operated in the same way to …
Business Management
Gratitude as a Foundation for Creating a More Equitable and Inclusive Business
Years ago, I had an epiphany that some of you may consider a “duh” or “of course” moment: There are a lot of people in this world who didn’t …
Business Management
Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts
After months of negotiations, the Biden administration and Democrats in Congress are nearing a final version of the Build Back Better Act. The $1.75 trillion bill funds a number …
Business Management
Are You Sure You Need a Business Coach?
As someone who has coached and consulted in the financial services industry for more than 25 years, I feel equipped to address this question. And, yes, I’m laying on …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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