Business Management

The Power of Reframing When Things Go Right – and When Things Go Wrong

Posted on January 19, 2022
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

From Tested to Proven: Focusing on Life After the 150 Club

By: Greg Opitz
Back 15 to 20 years ago, financial advisors had a goal to reach, which I dubbed the 150 Club. Many wanted $150 million in assets under management (AUM,) 150 …
Business Management

How to Dislodge From a Performance Plateau

By: Tammy Breitenbach
From my personal annals of Most-Frequent Owner Managerial Conundrums: “How do I motivate a plateaued high performer?” Maybe your former rock star performer is stranded on a lonely plateau …
Business Management

Referrals: The Residual Benefit of Client Advisory Councils

By: Gerry Herbison
One of the best ways to make improvements to your branding, client experience and value proposition is to get input from the experts – your clients. As a Carson …
Business Management

The Formula for Finding the Right Fit For Your Team

By: Gerry Herbison
You meet a candidate for a position in your firm and absolutely love them. You forgo a deliberate screening process and bring them on as quickly as possible. A …
Business Management

The Lion and the Zebra: How Blueprinting Can Help in Times of Transition

By: Greg Opitz
When a lion sees a zebra, it can’t help but hunt it. It’s in their DNA. And you can’t get rid of your DNA. Our coaching members are driven …
Business Management

Utilizing Assessments to Build the Right Culture and Team

By: Jessica Harrington
The pandemic forced people to figure out what they wanted in their lives. Perhaps they got laid off, or perhaps they decided their job wasn’t for them. This is …
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