4 Steps to Prepare for Smart Growth
With many years spent coaching financial advisors comes plenty of conversations around growth. In fact, most of the time, “growth” is the primary focus of any coach/advisor engagement, as it should be. It’s what gets advisors excited and keeps coaches challenged. In these conversations earlier in my coaching role, I often concentrated solely on strategies …
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 not that management and leadership can’t coexist, but there’s a noticeable difference between them. Management keeps people employed. Management is organizational structure, processes, hiring/firing, payroll, compensation, …
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 the sarcasm pretty thick in the title. So, let me cut to the chase and make my case – yes, you need a coach. Let’s talk …
3 Mental Hurdles Advisors Need To Clear To Reach Their Potential
You want to. You need to. But you can’t. For some reason, you can’t make the change in your business that you know you should make. Whether it’s a process change, a new hire, improved technology or something else, you’re stuck. You can’t make the jump. Change isn’t always easy – even when it’s for the …
How a Coach Can Help You Ramp Up Growth
This article is based on the webinar “How a Coach Can Help You Ramp Up Growth For Your Advisory Firm.” Athletes aren’t lone wolves. Even those who compete in individual sports or who are at the top of their game need a coach if they want to improve and reach their potential. They need someone …
Mapping Out Clear Career Paths so Your Team Will Be Happy, Efficient and Effective
It’s inevitable in every industry. Your favorite employee leaves for one reason or another. Yet managers who’ve been “once bitten, twice shy” often find themselves overly cautious when seeking a replacement. They don’t just become overly cautious – they adopt the mindset of a scorned lover, dwelling on time and money spent “for no reason” …
Millennials: Not Your Father’s Clients, But The Key to Long-Term Growth
Ask your parents and grandparents which version of Amazon they prefer. Now ask your children. Did you get puzzled looks as a response? Or are you yourself sitting there with a furrowed brow, squinty eyes and a cocked head? Of course, there aren’t different versions of Amazon for each generation. The purpose and outcome of …
It’s Better to Give AND to Receive
Fill in the blank: It’s better to give ______ to receive. If you’re like most adults, the missing word comes to you quickly. It’s the kind of no-brainer a contestant on Who Wants to Be a Millionaire dreams about. Than. Final answer. You’re correct. Unless, of course, you happen to be a CEO. In this …