Posts Categorized: Tip of the Week

What Do Business Owners Do?

Advisors are business owners.  While you may work for a large investment firm, at your core you are a business owner.  What do business owners do on a regular basis?  They take a step back and examine what they are doing.  In a general sense, they try to do more of what is working well… Read more »

The Butler Way

By now anyone interested in college basketball has heard the story of Brad Stevens, 37, the Butler University coach (Now the Boston Celtics coach), who became the third youngest head coach in the NCAA Division 1 history to have a 30-win season and the youngest coach to make the Final Four two years in a… Read more »

The Difference Between Coaching and Criticism

There are those who are afraid of coaching.  They know they need guidance but criticism in the past was not always helpful. There is a major difference in coaching and criticism. Coaching is about encouraging better behavior, practices and skills.  Criticism is about finding fault and correcting specific actions, behavior or practices. Coaching at its… Read more »

What If Your Client Doesn’t Have A Plan?

Supernova is a planning based program to redefine the client experience.  12-4-2 is the model for exceptional client service.  Having a planning based investment process means that your practice will address client needs directly and as specifically as the plan finds them.  Plus, the plan means that you will have a guide for your client’s… Read more »