When is it time to hire a new employee?
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...
Tag Archives: practice management
Putting personality and truth in your out-of-office auto-reply
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...
4 tips to lift your leadership
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...
5 important things to remember about working with sandwich generation clients
According to a 2013 study by the Pew Research Center, nearly half of U.S. adults age 40-59 have a parent 65 or older while also raising a young child or...
3 lessons from parenthood that will make you a better leader
By Adam A. Solano Jr., CRPC The picture below is one of my all-time favorites. It was taken in 2005 on a Friday after work when my four children begged me...
The workforce revolution started by millennials
Understanding sandwich generation challenges from experience
It would be wonderful if all scenarios involving caring for family members went smoothly. Unfortunately this is not the case. Michael G. Herman, ChFC, LUTCF, knows this from personal experience. When...
2 mindsets to drive innovation
Competing with two other companies for a multimillion-dollar account, Josh Linkner suddenly found himself seated in first class next to the prospect he was trying to convince to hire him....
Establish emotional connection to overcome objections
Think about when you see something you like at a clothing store that costs more than you intended to pay. Maybe you set aside the item, saying it’s too expensive....
Treating your clients to surprisingly good food and drinks
By Beth Lachance Hesson, CLU, CFP In our office, we have a high-end cappuccino/espresso coffeemaker. My son makes wonderful coffee with the little designs on the top, and it really makes...
The complexities faced by sandwich generation clients
The term “sandwich generation” sounds cute and benign, as if you are resting comfortably between parents who are sturdy on their own and kids who gently need you, with everyone...
Use technology to enhance connections with clients
By Jean M. Mathieu, CLU I brought in a group of clients and asked them to review our service, our process and everything else. One of the things they wanted was...
Engage clients’ senses
Think of a significant event from your childhood. Chances are, you can remember smells, sounds, tastes, temperature or texture from your experience. When an experience engages your senses, Bryon Holz,...
3 tips to overcoming obstacles
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...
Approaching technology with excitement opens up opportunities
What would happen if you decided to focus on the positives in the media instead of the negatives? Angus Hervey did just that. He made a decision to no longer...
