Tag: news

Results-Driven Solutions: August 2012 – Business Succession and Client Experience

Happy August. Hope all is well with you. We are back from some summer vacations and gearing up for a busy Fall schedule of training and workshop events in NYC, Minneapolis, Chicago, Richmond, Dallas, and California. This summer, we also advanced our own professional development by attending a 2-day Emotional Intelligence training session and getting “A’s” on our certification exams. We look forward to including this valuable knowledge in our team building events and consulting.

Team Insights, our column designed for advisory teams, provides a focus on business succession. Corporate Insights, our column designed for corporate leadership, focuses on helping ensure that “employees” are delivering the Ultimate Client Experience.

Results-Driven Solutions: June 2012 – Onboarding

Happy (almost) Summer! We hope many of you are gearing up for some fun in the sun to celebrate life through graduations, weddings, and family vacations. During the next few months, you should also commit to refocusing your energy in your business to ensure that you are evolving to the continually challenging climate our industry experiences.

Both Team Insights, our column designed for advisory teams, and Corporate Insights, our column designed for corporate leadership, focus on the importance of ONBOARDING.

Results-Driven Solutions: April 2012 – Focus on Your People Asset

One quarter down, three to go. What a busy first quarter it has been. We are hearing great successes from our thriving advisory teams. Referrals, organic growth, team expansion, and a focus on business optimization are consistent themes. In this newsletter, we offer some guidance to make sure that you are working on your business, not just in it.

Both Team Insights, our column designed for advisory teams, and Corporate Insights, our column designed for corporate leadership, focus on the importance of capitalizing on your greatest asset – PEOPLE.

Results-Driven Solutions: January 2012 – Embracing Change

Happy 2012! We hope you enjoyed the holidays and the New Year is off to a great start.

Team Insights, our column designed for advisory teams, focuses on dealing with change head on. We provide a reminder of good habits you should instill in your practice. Corporate Insights, our column designed for corporate leadership, discusses the leader’s role in a rapidly changing environment.

Results-Driven Solutions: December 2011 – Leadership

Wow! Another year has come to an end. We hope it has been one full of fond memories and continued business success. For those with strong practices with competitive teams delivering excellent service, many found they were not only surviving but thriving during this challenging year. We are excited about 2012 as we are more than ever committed to helping teams in this great industry. We are very thankful to our clients who continue to help us grow our business through referrals and challenge us to deliver new and innovative practice management solutions. We wish you and your loved ones a festive and healthy holiday season. Cheers!

Team Insights, our column designed for advisory teams, focuses on the importance of including your entire team when setting performance goals. We provide a simple process to help you improve your business planning efforts. Corporate Insights, our column designed for corporate leadership, discusses the need to support top advisors in their roles as leaders of their teams.

Results-Driven Solutions: October 2011 – Team Expansion

We are welcoming the wonderful Fall weather in the Southeast after the dog days of Summer. Our recent travels have taken us to Boston, Chicago, New York, and Puerto Rico to deliver programs on teams, business planning, and capitalizing on centers of influence! Sarah has launched an updated website at www.KnowNoBounds.net and Krista is working on some new team assessment training. We are very busy, to say the least.
We were co-delivering a program the morning after Steve Jobs’ death. We will never be up to his level of presentation skills, but we are committed to live his principles of life. Thank you, Mr. Jobs. We never met you, but you impacting our lives. If you haven’t yet heard his 2005 Stanford University Commencement Speech you should.

Team Insights, our column designed for advisory teams, focuses on the ever increasing need to expand your team and evolve your infrastructure to compete in today’s ever-changing environment. We provide a simple activity to help you better define your expansion efforts so that you are building by design, not by default. Corporate Insights, our column designed for corporate leadership, provides some common themes from advisors around the country concerning what they seek from their firms’ resources and support.

Results-Driven Solutions: September 2011 – FA Client Knowledge

Our theme this month is KNOWLEDGE. Team Insights, our column designed for advisory teams, suggests a simple activity to increase the knowledge that they have of their clients which can lead to both differentiating service and new business opportunities! Corporate Insights, our column designed for corporate leadership, addresses the need to really KNOW your top teams in order to retain them, help them grow, and ultimately deliver the value that they seek from you, the home office. Please feel free to share the content of this newsletter with anyone who may be interested in the material.

Results-Driven Solutions: August 2011 – Team Tips

In this edition, we will provide you with “What Top Teams Know” and “10 Best Practices for Support Team Members.” Hope you enjoy it! Please feel free to share the content of this newsletter with anyone who may be interested in the material.