How recent high school graduates can help your practice
It’s no secret that business continuity planning is going to be essential for your business — if not now, then in the future. It’s also safe to say that actually...
It’s no secret that business continuity planning is going to be essential for your business — if not now, then in the future. It’s also safe to say that actually...
Performance reviews are a common, and much grumbled about, business practice, but do they even help your business thrive and become more innovative? Angie Herbers, founder and CEO of FourPointe...
The No. 1 barrier to growth in your financial services practice is that it’s impossible to clone yourself. You can hire more people to support you, but you will get...
We all like to be appreciated, of course. We feel the love more, though, when we feel seen for who we uniquely are. For example, inviting a client to a decadent...
What would happen if for one day at work, you couldn’t do anything with your hands and instead could only use your five senses? You would learn more about your...
When you move to the remote Yukon Territory and put out a call for in-office staff, lines are not exactly out the door. But with so much work to be...
What does it take to be a good leader? Early in my career in information technology, I was in a training session where the presenter asked that question. My answer at...
When you make the transition to having employees or growing your staff in your business, you may find you’re working harder than ever and yet the results are not as...
Yasuhiro Koba, of Kagoshima Prefecture, Japan, took a different career path from many other agents in his country. For him, this path led to more income and responsibilities as well...
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 Karl Hartey Getting started as a financial advisor isn’t easy. We’ve all struggled. You can go beyond that, however, if you’re determined, apply direction to your career, and focus on...
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...
You need additional staff and think it’s time to bring a junior advisor into your practice. But you’re not sure what responsibilities they should have, what type of training works...
Hiring is challenging — you do your best to match the right person to the right role, but there is only so much you know about someone from their resume...