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Recent Posts
July 2020 M T W T F S S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Categories
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Tag Archives: newsletter
What Will Your Random Act Of Kindness Be This Month?
We are sure that you are receiving dozens of emails from companies that want you to know their response to Coronavirus. We wanted to take a few minutes of your time to let you know what we are doing and to let you know that we are here for you!
We know many are being impacted by this unprecedented time in history. We remain forward thinking and are living by the belief that this too shall pass, and we must be in it together. First and foremost, we are taking the precautionary measures that health professionals advise and making sure we Keep Calm and Carry On! For us, that means fulfilling our purpose of helping others uncover and capitalize on their talents! Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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A Message From Paragon Resources
We are sure that you are receiving dozens of emails from companies that want you to know their response to Coronavirus. We wanted to take a few minutes of your time to let you know what we are doing and to let you know that we are here for you!
We know many are being impacted by this unprecedented time in history. We remain forward thinking and are living by the belief that this too shall pass, and we must be in it together. First and foremost, we are taking the precautionary measures that health professionals advise and making sure we Keep Calm and Carry On! For us, that means fulfilling our purpose of helping others uncover and capitalize on their talents! Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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The Essential Ingredient to Success: The Team Communication Plan
Please enjoy our blog post from the Journal of Financial Planning – The Essential Ingredient to Success: The Team Communication Plan. We are honored to be selected as thought leaders in Team Development for the new Financial Planning Association Coaches Corner. The FPA Coaches Corner, a one-stop shop for content, tools, and insights from some of the most recognized business coaches in the profession, will provide association members with a vast library of business-building content in core practice management areas. We continue our commitment to help more financial professionals reap the rewards of ROP…Return on People. It is your people who make or break the success of your business. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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What Is The #1 Thing That Millennials Don’t Want At Work?
Last week, Pew Research determined the definition of the Millennial Generation to be those born between 1981 and 1996, and those born after this time to be, for now, defined as the Post-Millennial Generation. During recent years, our clients have asked us to work with their offspring to help these generations better understand their place in the world. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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Results-Driven Solutions: “Fake It ‘Til You Make It” Can Be The Worst Advice
Two months into 2018 and we are seeing a common theme…EXPANSION. At least 60-70% of our clients are looking to add talented people to their organizations. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, FIND GRIND MIND, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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Results-Driven Solutions: The Real Reason Your Revenues Are Down
You feel the need to keep chasing new prospects – it has always worked in the past. However, the hidden secret to new revenue lies in gaining the greatest wallet share of your existing clients. The true answer to accomplishing this lies in service. The extra benefit of focusing on the Ultimate Client Experience is that your clients will do your marketing for you. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, FIND GRIND MIND, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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Results-Driven Solutions: A Good Employee Isn’t Good Enough – Have You Built Your Team By Design?
A warm body in the seat or even an excellent, dedicated employee is NOT all that you need. You need specific people to fill each distinct role in your organization to achieve its goals. You need a FINDER, GRINDER, and MINDER, or you must have the resources available to you to cover these three vital business responsibilities. With this winning formula, you can realize any size of business that you envision. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, FIND GRIND MIND, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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Results-Driven Solutions: How The Most Successful Producers Make Things Happen
You probably think that top producers do things in a radically different way than the average advisor. But in fact, there are a few (surprisingly easy) activities that you can adopt and use to propel you to the next level of results. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, FIND GRIND MIND, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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Results-Driven Solutions: Why Doesn’t My Support Team SUPPORT Me?!
Even if they are well paid, employees will NOT deliver high performance unless you give them more. Specifically, you need to help them see that their work is meaningful and valuable. When times get tough in this industry (and we all know what those days feel like), we have to be mindful of the impact on our team members. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, FIND GRIND MIND, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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Results-Driven Solutions: So Close And Yet So Far…Are YOU Your Biggest Barrier?
After 20+ years in the industry, we have concluded that Advisors are attracted to the chaos and reactivity of this industry. They have the thrill of the unknown and will get bored easily if the road is too smooth. Continue reading
Posted in Newsletters
Tagged advisor performance, Advisor Time, DISC assessment, DISC Behavior, FIND GRIND MIND, investment advisor teams, news, newsletter, practice management, return on people, role definition, team assessment, Team Efficiency, team engagement, teams, wealth advisor team
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