Here are the key points from the interview with Chris Boyd at Something More: Human Connection It's important to be seen and establish a human connection among your peers. Set up a webcam and try not to worry about your background. Daily...
Processes are critical to the successful management of a business. They guide staff, allow easier management of the business, reduce confusion and need for additional staff, and allow more time spent on business development and...
Our  Boost Call is for businesses that need a second opinion and practical, actionable steps on an area of the business. The topics can range from quick financial projections, compensation adjustments, productive online staff meetings, “virtual” accountability techniques, process/workflow adjustments, video call or scheduling tool setup and best practices and more.
Tech and Psychology Tips on Working from Home
Most advisors are clear on their goals, but few can articulate how they’ll afford to get there. The first step is using a 1-year Business Projection to clarify your vision and align your budget to support it. Ready to learn more? Follow the link for a list of benefits and an exercise to get started.
The way you approach the onboarding process for a new hire speaks volumes about the way you view your staff. Do you consider them a means to an end or an investment in your firm’s future?
Tired of wasting time and money on the hiring process only to strike out? It’s likely you aren’t taking the right steps for recruiting the best fit. Read this article for a sneak peek of our proven method.
So often, advisors become isolated in the world of their own firm and fail to check for areas that could use improvement. Check out our comparison here and see how your firm measures up.
What is the dangerous middle? And why are more and more successful firms being caught in its vortex? Uncover why it is becoming so common and find out to avoid it here.
