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

Money in Movement: Add More Value in Times of Transition

By: Jessica Harrington
I’m not sure anyone could count the number of related cause-and-effect relationships that transpired due to the pandemic. But there is one thing I’m certain of: Every day during …
Business Management

The Role of Life Insurance in Your Clients’ Financial Plans

By: Matt Lewis
Do your clients have somebody they love that will suffer financially if they are no longer around?  Jamie Hopkins was that somebody at age 8. In a recent webinar …
Business Management

How to Handle Competing Ideas on a Return to the Office

By: Gerry Herbison
You can see it coming. It's not even really on the horizon; it’s here. We have to create and support a new work environment – a new normal. Some …
Business Management

The Three Factors That Determine If Now Is The Right Time to Sell Your Firm

By: Carson Group
Timing is everything when it comes to selling your firm. You need to feel ready to relinquish ownership. Your willingness to exit – and, ultimately, your firm’s valuation – is dependent …
Business Management

The Future of Client Meetings and Remote Work

By: Jessica Harrington
What are other advisors doing? This is one of the most asked questions in our Carson Coaching Community. Our ability to plug into a network of dedicated and growing …
Business Management

The Business Wisdom of Developing Advisor Career Paths

By: Michael Rose
An interesting item recently hit my newsfeed describing how Apple CEO Tim Cook and Amazon CEO Jeff Bezos can be profoundly productive as they successfully guide two of the …
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