Watch industry experts Craig Kirkpatrick and Andy Reiss as they delve into the world of Artificial Intelligence (AI) and its transformative impact on business strategies and client outcomes. In this engaging session, you will explore how AI can revolutionize decision-making processes, streamline operations, and enhance customer satisfaction. This webinar will explore key issues with using… Read more »
Posts Categorized: Leadership
Team Effectiveness Strategies
Making Sense Out of a Bear Market for Our Teammates and Clients
How can we as financial advisors demonstrate leadership to our teammates and clients during a crises? What about setting goals and stick to them in chaos? How can the five star model help teammates collaborate, measuring performance? Rob Knapp and Curtis Brown discuss these issues and more.
Managing Your Practice in an Extremely Volatile Bear Market
Bear Markets are naturally occurring events. This creates a tremendous opportunity to develop our leadership skills so we can be there to support each other and your clients. Rob Knapp explains the process to stay healthy while growing your practice in difficult markets.
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 »
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 »