Blog
Roadmap for Lockdown – Use this time to Close the Loop on Projects You’ve Been Wanting to Do
Tip #2 – How do you motivate the right behaviors in your firm? Depending on where you live, you are in your 2nd, 3rd, 4th, etc. week of a “stay at home” order. Here is Louisiana, we are a hot spot with the Covid-19 most likely coming into the state during Mardi...
Roadmap for Lockdown – Use this time to Close the Loop on Projects You’ve Been Wanting to Do
Tip #1 – Get your firm’s job descriptions & accountability chart nailed down. So, as I’ve been speaking with my clients, most of who are on “work from home” orders (me too) and they are finding they have time to work on some outstanding projects. They have had...
Top Reasons Financial Advisors Should Get Help in Hiring
The number one reason we are called to assist Financial Advisors on a retainer basis is they know they either don’t have the right staff or they may have the right staff in the wrong seats. How can you prevent this from happening? Get some help in hiring your staff...
There is never a “good time” to start working with a financial advisory coach
Frequently, I have calls with advisors and they say “I really want to get started on making some changes” and they “really want to do it now” but gosh, there are just do many other things they need to do first. If I had a nickel for every time I’ve heard this…well,...
10 Ways Financial Advisors Can Ensure Their Strategic Plan Gets Implemented!
Implementation is the hard part! You pulled your team together, you researched, you brainstormed ideas, you did a SWOT analysis and now you have your shiny strategic plan. You’ve done the hard part, right? Wrong! The hard part is just beginning. ...
10 Tips For Recruiting Financial Advisors
Recruiting for financial advisors to join your firm may be more difficult now than it has ever been. Fewer new advisors and more firms incentivizing their current staff to stay in their position has lead to more job openings than applicants. Here are...
Coaching for Financial Advisors
Top 10 Reasons a Coach Can Help You Achieve the Firm of Your Dreams! So, we come in all “shapes and sizes” as they say. The word “Coach” or “Consultant” may bring to mind “the Bobs” from the movie Office Space. But truth be told, that’s not what most of us...
Are You Positioned For Growth?
Like most Advisors, I’m sure that growing your revenue is a top strategic priority. Hopefully, you have your Business Development plan in place and are getting plenty of client referrals! This, of course, is going to require great team members to service these...
Want to Work from the Beach?
Do You Want to Build a Firm that Runs Without You? I do, that’s my number one goal…to be irrelevant as soon as I can but still get paid by the firm I founded. Can this be done? Yes, it can! I’ve assisted in making it happen with past and current...