How problems strengthen our business
By Rickson Joel D’Souza Businesses face challenges. Some of those, such as regulations, are not in our control. What’s is in our control, however, is our response. For me, challenges sharpen...
By Rickson Joel D’Souza Businesses face challenges. Some of those, such as regulations, are not in our control. What’s is in our control, however, is our response. For me, challenges sharpen...
If 16-year MDRT member Sanjay Tolani, Ph.D., MBA, of Dubai, United Arab Emirates, knew a near-bankruptcy was coming his way, he would have put different procedures in place to adjust for...
By Howard E. Sharfman People in our profession are insecure. We may seem confident and in control to the rest of the world, but we worry a lot — about our...
Financial advisors, even though they may have helped hundreds of clients successfully retire, can find their own retirement isn’t an easy transition. Finding balance is the key to a successful retirement,...
You want clients to understand that you sincerely want to know them. But have you thought about how you can share what you learn about them with the public? In his...
By Nathan Jamail One of the greatest misunderstandings in leadership and coaching is the term micromanaging. Most leaders never want to be thought of as a micromanager. In...
By Diane L. McCurdy, CFP, EPC, and Theodore S. Rusinoff, CFP There are a few crucial times when you should be thinking about adding to your staff. Consider the following scenarios: When...
When going on vacation, most people just prepare a generic out-of-office email response, something to the effect of, “Thank you for your message. I will be out of the office...
By Elizabeth McCormick Good leaders are hard to find, and great leaders are even more elusive. Whether there’s a team reporting to you or not, you have the ability to lift...
We all know life throws obstacles at us. We either choose to absorb ourselves in them and become unproductive, or we can figure out ways to overcome them. In our...
Bill Heestand More than 30 years ago, I bought an insurance business from my dad, Robert P. Heestand. I became his employee and then gradually, as I grew, he suggested that...
In theory, everyone wants to be an open communicator, engaging with another person rather than just waiting to talk. And with that headline above, you’re likely thinking about the way you...
By David Grau Jr. Financial advisors looking to buy or sell a practice often ask me how to best determine a practice’s value. While there are a lot of technical answers...
William J. Heestand By William J. Heestand, CLU, AIF When I started out in the financial services profession 30 years ago, I was told by trainers it was a terrible idea to...
By Karyn Buxman, CSP, CPAE Great leaders understand the important role humor can play in resilience. The time was one of the darkest in America’s history: the Civil War. In a meeting...