How I tripled my production in two years
Exposure to big ideas multiplies your mindset — and your income. The first time I came to an MDRT meeting, I was an MDRT...
Tag Archives: leadership
Checklist for being the leader of your dreams
No one likes regrets. Yet, well-meaning people may have trained your dreams out of you. You may have had many naysayers in your life, but the worst critic can be...
10 steps to spot potential in your team
A thriving team allows you to build long-term success as a financial advisor. It’s crucial then to know how to spot potential in others, like a gardener planting seeds, to...
Exceptional leaders have clarity and SORT their thoughts
Most leaders believe they make good decisions. They believe they already have clarity about their situation. Protecting the status quo is the norm. Then something significant happens: their financials show...
6 mindsets to help your staff reboot
Did you know that in the U.S. 7.6 million people quit their jobs in the months of April and May of 2021? Reports of loneliness at work are as high...
How to be a better leader
Leadership often seems to be somewhat ephemeral. What makes a good leader? What makes a bad one? How can you improve? Try these concrete steps for determining leadership style, identifying...
3 steps to being a leader
Many advisors want to improve their leadership abilities. Drew Dudley, the director of Canada’s largest university leadership development program, recommends a three-step process to determining and executing leadership goals: 1) Identify...
Why staff can let you down and what to do about it
From time to time, everyone misses a deadline, forgets an obligation or fails to live up to meet a commitment. We’re human, and it happens. For most of us, failure...
The next level of success requires a one-page business plan
Financial advisors sell planning every day and yet most do not have a concise blueprint for their own business. To move to Top of Table and beyond, it’s essential to...
5 signs you’re a micromanager
“If you’re like most micromanagers, you probably don’t even know that you’re doing it,” the Harvard Business Review reports. Most micromanagers think that they are legitimately helping...
6 strategies for building out-of-this-world teams
Six men and I sat atop 4.5 million pounds of explosives waiting for the fuse to be lit to begin our flight on the space shuttle Discovery. We knew that...
Stop killing team productivity by being a micromanager
In my experience, I’ve found that the smaller the team, the greater the danger that the team leader becomes a micromanager — the business equivalent of a helicopter parent. Overly...
Combatting decision fatigue
The heart of financial planning is making good decisions for and with clients. The pandemic, however, created myriad new decisions we must make on a daily basis to adjust to...
5 steps to deal with leadership uncertainty
Leaders are often expected to have all the answers. If you don’t have the answer to a leadership challenge, you may feel inadequate, uncertain and vulnerable. None of these emotions...
3 ideas for leading through uncertain times
If there is one thing about business that doesn’t change, it’s that business will always change! Be it through the advent of new technology, loss of a key employee, new laws...
