Posts Categorized: Blog

Highly Organized Teams Excel at Client Service

Curtis Brown Retaining clients and doing a “deeper dive” to examine clients’ goals, problems, and overall financial needs and concerns is an area that teams can excel at providing. Teams have a leg up on sole practitioners because of the perceived value that the client is getting more than one person serving their needs.  This… Read more »

Letting Go: Radical Delegation

By Rob Knapp If we’re lucky enough to be well-parented (and I was), we’ll often enter adulthood carrying great gifts. We may or may not be consciously aware of them. We may not realize their  importance until much later. When you are subject to optimal parenting there are all manner of useful gifts and lessons deposited… Read more »

Mastermind Your Practice

Are you thinking about creating or joining a Mastermind Group? There’s no better referral source than a Mastermind Group because all of your introductions will be high-quality and the probability of closing them is going to be dramatically higher. These referrals are going to be a great fit because the members of this group know… Read more »

A Leader’s Role in Building and Coaching Teams

Teamwork makes the dream work, but a vision becomes a nightmare when the leader has a big dream and a bad team. —John C. Maxwell It’s our belief that managers are an undervalued resource; they’re the unsung heroes–they move advisors toward a vision for success as well as helping them with their development. The manager… Read more »