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Recent Posts
- What Is The #1 Thing That Millennials Don’t Want At Work?
- What Motivates Today’s Millennial Business Major Students?
- Results-Driven Solutions: “Fake It ‘Til You Make It” Can Be The Worst Advice
- Invigorate and Transform Your Advisory Business
- Results-Driven Solutions: The Real Reason Your Revenues Are Down
April 2018 M T W T F S S « Mar 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 Categories
- Newsletters (48)
- Newsworthy (3)
- Uncategorized (1)
Tag Archives: newsletter
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
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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Results-Driven Solutions: Your AUM Is Up…But Do The Numbers Lie?
Your numbers do NOT tell the whole story about your business. Even an advisor with high AUM can have a business that is rotting from the inside. The only way to build a healthy, profitable, and valuable enterprise is to have ALL areas thriving. 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: What the Most Successful Producers Are Doing to Be Ready for the Next Chapter
Looking back over the last three decades, the industry has experienced dramatic change; looking forward, there is plenty more on the horizon. Are you ready for the next challenges in your business?
To stay competitive and on top of their game, financial professionals must change along with the constant evolution of the industry; high-performance teams are always seeking ways to be the best. Are you fully prepared for the following industry demands? 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: Are You Running a “Fly by the Seat of Your Pants” Business?
Some aspects of your business may be thriving, but others may be atrophying because you are only focused on the numbers. Top Producers know that the secret ingredient to their success is to not allow the chaos of daily life to hold them hostage to the reactive. They know how vital it is to step back from the daily grind of the business to work ON strategy and give oxygen to all parts of the business. As late November approaches, how much time has your team invested in analyzing 2016 results and determining a winning plan for 2017? 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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