The Second Job of a Leader
I was recently asked by one of our clients, who are all professional Financial Advisors, for a working definition of “leadership” and “how do I…
Category: Smart Business
Keeping Your Team Accountable (Without Offending Them)
Something I’ve often told financial advisors when speaking with them personally or during one of my speaking engagements is: “Giving out an assignment is not the…
The Success Trap and How To Escape It
Why is it that, as a financial advisor, even after you achieve success it’s still no bed of roses? The more clients we acquire, the…