I’ve been encouraging advisors across the country to talk to women who are centers of influence when they want to develop more business. Stop telling & selling. Ask for help. Women don’t mind asking for directions and we don’t mind being asked (it’s practical). One of my financial advisor clients did this with great success. Here’s
Recently, I was privileged to work with a national team on leadership and coaching. Coincidentally, I received a sample assessment that’s supposed to measure a Leader’s ability as a Coach. I took it. Guess what? If you’re a good Leader, likely you’ll get a poor score. The sloppy psychometric design rewards coaching and punishes leading. Unfortunately,
Teams are built by the 3 Pillars of Team Success (Part 1). They’re also destroyed by 3 deadly poisons. These can surface at anytime in the life of a team. Great teams inoculate with the cures before they’re infected and maintain a discipline of prevention. Beware 3 Deadly Team Poisons: Conflicting Interests Partners who fundamentally disagree on what
People frequently ask me to share the secrets to great teaming. They want the perfect formula. I want to deliver and here’s the secret. Successful teams can be very different, but the good ones have mastered three keys to success. Successful teams can be tight knit; everything is joined like a close family. Other good teams
LinkedIn is the place to find professionals and it’s got huge internet power. In fact, your LinkedIn profile may pop-up before your primary website and create the all important first impression. Unfortunately, many advisors are not aware of default settings that are too important to ignore. The defaults buried in your profile pump out BAD PR unless you adjust them
Many believe that sales success depends on being (or becoming) an Extrovert. This belief is so widespread, it’s become an assumption. New research reveals the best sales personality and it may surprise you! Adam Grant, professor at The Wharton School, conducted a study on which personalities were actually the most successful at sales. Here’s the bottom line:
J.D. Powers 2013 investor survey, shows DIY investors are less satisfied with self-directed platforms despite more online tools and information. More is not better as the survey describes: “Investment firms are now offering more online tools and information for self-directed investors than ever before. That fact is apparently both a blessing and a curse, as the
A client who leads a local office is facing a new organizational structure and regional leader. We’ve been strategizing on the new regime. The result: Smashing Success! The leader has been hugely complimentary and they’ve established an outstanding rapport. Here’s how: Avoid Top 3 Traps: Assuming the Worst – Lack of information automatically triggers negative assumptions.