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...
Tag Archives: leadership
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...
Find business strategies and powerful questions by applying the principles of Sun Tzu
Written 2,500 years ago, Sun Tzu’s renowned “The Art of War” has been repurposed for everything from business to sports because of its timeless strategies. If there was ever a...
7 ways to emerge stronger from a crisis
As financial advisors, we were made for this crisis. Our profession is suited to go through tough times with our clients and help them learn, adjust and prepare for the...
Stick to your goals to thrive in uncertain times
It has now been a few weeks in the U.K. of living in isolation. Only food shops and pharmacies are open. Everything else is closed until the spread of this...
Leading effectively during a crisis: Practice the three C’s of communication
Although working from home was trending prior to the new coronavirus outbreak, many companies only occasionally offered telecommuting options. That dynamic changed, almost overnight in some areas, from an option...
Start the new year right
As 2020 eases into place, it’s a good time to reflect on how to make this year even better than the last. Simple steps, vetted and explained by MDRT members,...
