As I shared the idea of a personal-master calendar with advisors, it became clear that most of us need something like it to keep us on track.
When advisors learn that I facilitate high-performance team meetings, sometimes called study groups, they want to know how to set one up where they live. Here’s my advice.
Today, I will answer two important questions about conducting staff meetings: What topics to discuss and how often to schedule staff meetings.
This article will walk through six steps you can take to ensure that transitioning prospects into clients is a successful venture.
One of the advisors with whom I work has a number of clients who are strong women who are leaders among their group of friends or colleagues. I describe them as “queen bees.”
When advisors ask me to help them set up systems for their business, I put on my professional organizer hat. One area that is always a big issue is paper – both the physical and electronic kind. Here’s a system to ensure you will easily find the information you want and always get to the tasks that are important.
In my previous article, I discussed the key steps for successfully bringing a new employee into your firm. Let’s now turn to the best practices for evaluating and compensating employees.
When someone new joins your team, everyone expects the best outcome. In order to achieve this, many things need to be considered.
In a previous article, I wrote about the hiring process. Now that you have found a qualified candidate, how do you get her integrated into the team?
Unless you are brand new to the business, you have experienced the death of a client’s spouse or significant other. Here are a few ideas to keep in touch with the surviving spouse, get the adult children more involved and let the family know you care.
Building a reliable network of COIs is one of the surest ways to engage with new prospects and grow your practice. Here’s a step-by-stop process to expand your list of COIs – including some who you probably didn’t think were potential referral sources.
As part of your 2015 marketing calendar, consider including a client-advisory board.