These crucial keys will make your presentation concise and powerful.
We made a mistake and put someone in a role that was over their head.
I recognize that as a leader it’s up to me to instill good communication practices across my team. But I have a couple of people who are gossips.
After working with clients for over 20 years, I believe I have insights and information I could share more broadly and am considering writing a book.
Getting hiring right is crucial to both the candidate and your firm’s success – but how can you get it right?
I’ve worked hard to build a very successful advisory firm over the last 20 years. But recently I am distracted and unable to focus on the core issues with my business.
How do I get through to clients who spend too much money?
I work for a very large firm that is undergoing significant cost-cutting measures. This is corporate-speak for lots of my colleagues being laid off. I’m worried and depressed much of the time thinking about the potential of losing my job.
We have been hearing grumblings that some of our longer term people believe they are being overlooked. As far as career pathing there aren’t many other places they can go.
Now that the market is up significantly, our clients are asking why they aren’t seeing these gains in their portfolios. We do take the time to educate and we show them a blended benchmark so they aren’t measuring us against the S & P. What else could we be doing to give them comfort that we are acting on their behalf by not chasing returns?