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 business circles. As a leader, your values will impact the tenor of your firm and will tell your employees, customers and vendors what matters most to you. Identifying and communicating them is important.
Blog, Coaching & Development, Facilitation & Team Building, Organizational Design
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 each situation. To make a hire, or ensure someone you have is operating at full capacity, here are my “Seven Hiring Tips”: #1: Know the job Too many advisors hire because “We’re […]
Blog, Coaching & Development, Facilitation & Team Building, Organizational Design, Training Program Development
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 stuck and focus on what’s wrong or expect the boss to fix things. Or, as the boss, it’s easy to focus on solutions and expect your employees can deal with the problems. […]
If you are in the business of dispensing financial advice and/or managing wealth for high net worth individuals, you are likely familiar with the statistics showing that this is a greying industry. Cerulli research suggests that the average age of financial advisers is 50.9 years and 43 percent of all advisers in the U.S. are […]