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, there definitely seems to be a difference between men and women in terms of their comfort and commitment to this important aspect of managing your career and cultivating new business opportunities. Women […]

Seven Steps To Hire 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 Tips to Hiring Success”: Know the job Too many advisors tell me […]

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 supply. Even with the continuous advancements made by technology, most advisors experience a sense of falling behind. Remember, time management is a misconception – you can’t manage time; everyone gets the same […]

How To Help Your Team Embrace Change

Team Embracing 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 — oftentimes, things they don’t really want to do. Whether it is a change in your organization, a new task they need to learn or an unpopular addition to their job description, […]

Embrace Risk: Our quest for survival

Man walking on ledge

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 scary and full of uncertainty. Part of the reason we think this way is that our brains are hardwired to survive — to keep us alive by making the right decisions. Sensing risk sets […]

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 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 […]

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 investors to put their trust – and money – into our ideas; we ask for salary increases and promotions; we raise complaints, etc. Some people just ask naturally but in many cases […]

Curing a workplace of “meeting-mania” – preempting further productivity loss

Productivity in business is crucial. High productivity results in optimal allocation and utilization of available resources, and therefore greater return on investment and profitability. Consistently high performance allows the company to be more competitive, and can ultimately lead to increases in sales and revenues. The driving force behind productivity is, of course, employees, whose efficiency […]