Addressing Change Over Changes
It can be painful to admit, especially as a business leader, that you don’t have all the answers. The only way to truly transform a business is by taking a look at the overall wellness of the firm.
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Preventing Workplace Burnout: A Proactive Approach
Over the past decade, there has been no shortage of debate over whether workplace burnout is a “real” condition or a scapegoat for employees. It’s difficult to substantiate a syndrome or condition when there is no quantitative way to measure it.
Shiny Object Syndrome or S.O.S. Cry for Help?
As entrepreneurs and small business owners, we are hard-wired to be problem-solvers. When something isn’t working, it is in our nature and in support of our passion that we commit to finding a solution. The first step to de-cluttering the mess and freeing yourself…
Getting the “Buy In” for Change: Addressing Collaboration
Business leaders find themselves needing to strategize and implement fresh, new initiatives. More often than not, these initiatives require the dreaded “c” word—collaboration. The success rests on the team’s ability to come together and work toward a common goal. But why do so many people tend to freak out or step away when asked to collaborate?
Client Segmentation frees you to grow and prosper
To achieve success, firms must decide to service less, off board clients, or hire additional staff. While lowering services or off-boarding clients seems unthinkable, so does adding more staff to manage unprofitable or not-fit clients. Here are 4 tips…
Growing profitably and with less effort
Whether starting your financial advisory business or managing a growing client list and workload, outsourcing to virtual staff allows you to quickly and flexibly scale your business without sacrificing profit margins or work-life balance.
Stop dying and start living! Why you MUST learn to build a strategy team to experience positive growth, culture, and profitability
Without a strong strategic team, you can kiss away the idea of positive growth, culture, and profitability. Here is how to build a great team…
Simplifying the management of a Tax and Wealth Management business
Managing a tax and wealth management business isn’t easy. But it can be. And it is the fastest and least expensive way to grow a wealth management business. After helping several businesses get it right, here is my “tip” list.
I blame Michael Kitces and myself
Let’s play the blame game! I blame Michael Kitces for pushing the independent industry into the modern age of continuous learning. I blame Michael Kitces for forcing me to lengthen my attention span so I can listen to more than a 5-minute sound bite. But the truth is….