Increase efficiency by delegating
Most financial advisors face one or both of these challenges as their business grows: Getting in front of enough qualified prospects Building and working with staff that can support their growth While many...
Tag Archives: staff
Time management and how to select a winning team
One of the most important decisions most financial advisors make is when and how to add a staff person or build a team. This is a decision that is usually...
7 steps for accelerating team performance
Does it feel like your team is just going through the motions? Do you wish there was a magic formula to get them focused and motivated? While there isn’t an instant...
How to care for the keys to your success
Decades of sales experience taught me about the keys to success. And every one of them has at its heart personal relationships, which is one of the many things I...
Strategies for weathering the Great Resignation
The Great Resignation is a global phenomenon, with Asia, much of North America, Latin America and western Europe facing their versions of workers resigning in record numbers. What’s driving worker malcontent?...
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...
How a crisis plan keeps a business running from home
It’s one thing to plan for a work crisis on paper, but then it actually happens. And it happens quickly. John R. Benton Jr., ChFC, CLTC, a 16-year MDRT member,...
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...
A key to success: Understanding your staff
Knowing your staff’s strengths and weaknesses can make all the difference in your business. It was a lesson 30-year MDRT member Donald F. White Jr., CLU, ChFC, learned well when...
