The most successful work environments are those where collaboration is facilitated among team members to improve productivity. Productive collaboration promotes out of the box thinking, improves employee retention, and helps discover viable solutions to long-standing company-wide problems. In order to facilitate this type of interaction, you need to keep three main points in mind…
Our Boost Call is for businesses that need a second opinion and practical, actionable steps on an area of the business. The topics can range from quick financial projections, compensation adjustments, productive online staff meetings, “virtual” accountability techniques, process/workflow adjustments, video call or scheduling tool setup and best practices and more.
What is the dangerous middle? And why are more and more successful firms being caught in its vortex? Uncover why it is becoming so common and find out to avoid it here.
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…
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.
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….
Below is the cliff notes primer on my IDEOS™ method and initiative planning that has helped transform hundreds of businesses over the years. Feel free to apply it to your business and share with other business owners.
It’s time for you to introduce this idea to your business. You and your staff will love the time blocking that makes your day more sane and predictable. Your prospects, CIOs, and clients will also love the 24/7 accessibility to you.
Has it been years since you last took a fresh look at your business processes? Efficient business processes are critical to the successful management of every financial advisory business.