Why do advisers feel their firms are capable of much more, but find themselves challenged when they try to tap into that potential?
In my 20 years of consulting, I've noticed that there are only 2 types of activity: energy-draining and energy-creating. Knowing the difference is the secret to loving
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We can’t hit that next level if we don’t choose the right priorities, and we can’t complete them if we don’t take charge of our time.
Covid-19 forced both businesses and consumers to go digital. Suddenly, services once reserved for high-net-worth clients could be profitably delivered to nearly every segment.
Head trash is a negative belief you hold about yourself, your abilities or the world. We’re not even aware these negative thoughts are in control.
Whether it’s communicating uncomfortable changes to clients or asking your staff to step up their performance, here's a simple model you can use to say what needs to be said when you don’t quite know how to say it.
Never transitioning clients or raising fees means that you set your pricing model once, permanently. No other profession follows that model.
