Revocable Trusts – Do Your Clients Need One and What Are the Pitfalls?
By Howard S. Krooks We hear a lot about trusts these days. Everyone seems to want one. But for the financial advisor and consumer alike, [...]
Your Values As A Leader Speak Louder Than You Do
From Forbes.com Values-based leadership, having clear cultural values, knowing what your team values — these are all important concepts much discussed in today’s [...]
May
Networking: Why Can It Feel So Difficult?
I approach professional skill building from a behavioral perspective. It would be an oversight not to mention, however, when it comes to networking, [...]
Seven Hiring Tips for Great Team Members
Employee management can be an incredible drain on time, energy and resources. Getting it right is so important. The “right” hire depends on [...]
Managing Your Time More Effectively
Advisors are often confronted with a problem: “I have the desire but I just don’t have the time!” Time is in increasingly short [...]
LinkedIn Dos and Don’ts
LinkedIn (LI) can be a great tool to research, see what others are doing, learn new information and meet people. But it is [...]
Need to Make High Impact Changes in Your Firm? Apply the SHIFT Model® for Success
Many people in the corporate world, in firms large or small, have not learned the art of overcoming obstacles. It’s easy to get [...]
Oct
How To Help Your Team Embrace Change
Originally published on Forbes.com As a manager and leader, you probably spend a lot of your day trying to get people to do things [...]
Oct
Learning to Fire Well
Yes, Managers, There is an Art to it! I’ve received many calls lately from people who have been “managed out” of their positions. [...]
Oct
Embrace Risk: Our quest for survival
Jump off a cliff, skydive without the parachute, place your life savings on single bet in Vegas: that’s how most people feel about risk. It’s [...]
Oct
Successful Succession: Why You Really DO Need a Plan
If you are in the business of dispensing financial advice and/or managing wealth for high net worth individuals, you are likely familiar with [...]
Oct
Prospecting: Uncover and Develop New Business
Guest post by John Naples, Encore Consulting Group WHEN I FIRST STARTED in sales, one of the first skills I learned was how to [...]
May
Discovering: Identify Needs, Wants, and Pain Areas
Guest post by John Naples, Encore Consulting Group WHEN I FIRST STARTED in sales, I was as green as they come. I entered the [...]
Apr
Streamlining Your Advisory Firm – From Fire Drill to Efficient
There is so much to do in an advisory firm –following the markets and keeping up on economic developments, responding to client inquiries [...]
Apr
Why Empathy Matters: Being More Empathetic at Work Can Help Reduce Work-Related Stress
In the last two decades, increasing numbers of news articles, reports, surveys and studies confirm what most of us already knew: For the [...]
Feb
Matching Styles: How Adopting a New Boss’s Behavioral Style Can Help Employees Succeed
As a rule, it is worrisome when a new boss comes on the scene, especially if you were comfortable working under the former [...]
Feb
Good Selling = Good Relating
In business, just as in real life, good relationships matter. It’s a simple truth that a lot of businesspeople tend to forget. Many [...]
Jan
Effective Communication and How to Get What You Want From People
If you want something, sometimes the best approach is to ask for it. We ask customers to buy our products; we ask potential [...]
Dec
Part 2. Major Time Wasters: What Managers Can Do to Enhance Employee Productivity
Time at work can be wasted in so many different ways. While some employees end up wasting time due to boredom or job [...]
Dec
On the Importance of Prioritizing and Defining a Desired Outcome
Every day multiple things require our attention: projects that are due, recent developments in the office, last-minute changes, unexpected calls and emails from [...]
Nov