1. If You Saw Yourself As Your Team Sees You, Would You Want To Work With You?
(Matching tags: practice management,teams,leadership)

Don't quite have the business of your dreams yet? In today’s collaborative world, the greatest success comes from viewing employees and staff as well as partners as allies who can help make your ...

2. If You Are Not Bumping Into People Who Want To Help You Because You Are Doing Good Work, Then You Need To Fix That Part Of Your Life
(Matching tags: business strategy,client acquisition,integrity,honesty,communication,elevator speech,leadership,value proposition,enterprise value,marketing,prospecting,referrals,business planning,Social Media)

  Humility has always prevented me from buying into the notion of American exceptionalism, but change wrought by the Internet is making me rethink.   The Internet now makes it easy for ...

3. Can An Economics Professor No One Has Ever Heard Of Become President Of The United States?
(Matching tags: leadership,economy,U.S. economy,advisor industry people)

To financial advisors, if the name Larry Kotlikoff is familiar, it’s probably because he is president a company specializing in financial planning software. Astoundingly, Kotlikoff is also a candidate ...

4. Here's A Chance For You To Participate In The Internet Movement To Improve Everything
(Matching tags: profession,investment fiduciaries,leadership,client education,financial planning,family offices,fiduciaries,Offbeat,investor behavior)

Here's a pre-written email financial advisors can send to local psychologists to get them to sign a petition to create a financial division at American Psychological Association.   If you're ...

5. Partnering, Merging, Succession, And Other Business Deals--Including Serving Clients; Making All Your Work With People More Fulfilling And Successful
(Matching tags: client acquisition,integrity,communication,differentiation,leadership,competitors,client satisfaction,fiduciaries,Offbeat)

  Win-win relationships are a requirement of business success. The more you chase after ways to be generous in business, the more you will find success. This has been said many times before. But ...

6. For Advisors, Business Success Requires Recognizing An Opportunity, Seizing The Moment, And Taking A Risk; An Introduction Of Lisa Gray To A4A Readers
(Matching tags: leadership,Wealth Management,RIAs,managing,family offices,practice management,business owners,advisor industry people)

At dinner last night here at the FPA Business Solutions in San Francisco, an advisor who manages a successful practice told a story about how he came to buy his practice from its former owner. It’s ...

7. Loving What You Do, How You Do It, Who You Do It For: A Way For Financial Advisors To Achieve Real Success
(Matching tags: leadership,managing,productivity,business planning)

Inspiration often comes from the strangest places. As I sat at my computer and tried to come up with a topic for today’s post, I noticed Tina Turner’s What’s Love Got To Do With It? ...

8. Monitored An Employee Phone Call With An Advisor This Morning And Felt Compelled To Interrupt: VOIP For RIA Owners And OSJs
(Matching tags: leadership,client satisfaction,VOIP,phones,managing,client communications,business owners)

My company’s VOIP phone system gives me the ability to monitor employee calls without their knowledge. I was monitoring a sales call with a financial advisor this morning, when I felt compelled to ...

9. How To Avoid Getting Fat Over The Holidays
(Matching tags: leadership)

There seems to be a mindset of disorder over the holidays. Perhaps you have been disciplined and ate clean, worked out, watched your caloric intake and did good deeds all the way up to now. It is only ...

10. Tribal Leadership Is About We and Not Me
(Matching tags: management,leadership)

Dave Logan talks about successful tribal leadership being about we versus me.  I find this concept true.  Most of time winning is about me.  Team sports are often about we, but many ...