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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The Entrepreneurial Power of Potential

By: Aaron Schaben
POTENTIAL. It is something that we all wake up with every day. We are given the choice of reaching for it, or letting it waste away. It has been …
Business Management

4 Reasons why Financial Advisors need a Marketing Plan

By: Carson Group
Frequently we hear from financial advisors that they are more comfortable on the “left brain” numbers side of the business than on the “right brain” more subjective-feeling marketing and …
Business Management

10 Tricks for Maximizing Technology Efficiency in Your Practice

By: Quin Kilgore
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours …
Business Management

Process Makes Perfect: Optimize Your Financial Advisory Practice

By: Carson Group
Growing up as the youngest of eight kids in a military family, I knew how to follow orders...from everybody. Orders came from my parents, my five older sisters, my two …
Business Management

Staying’s Worse Than Leaving: Successfully Transitioning Your Business

By: Lisa Synowicki
When the pain of staying with your current broker dealer far exceeds the pain of leaving, you know making a change is essential. However, how prepared you are for …
Business Management

Iron Chef vs. Julia Child: Customized or Personalized Investment Portfolios?

By: Carson Group
Are you creating customized investment solutions or personalized investment solutions? Do you know the difference? PERSONALIZE: to design or tailor to meet an individual's specifications, needs, or preferences CUSTOMIZE: …
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