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.

Coaching gives me a unique window into the challenges of professionals. Clients can say anything to me……and they do. I’ve heard stories of lost opportunities, squashed growth, stunted development, conflict and heartache.  All of this caused by an insidious and destructive force: Selfishness Selfishness is the source of greed, arrogance, control and contempt.  It’s devoid

Several clients recently reported results from coaching.  I’m completely thrilled and celebrate their success!  I can’t mention names in a public forum, but these are real results. Revenue up 30% since last year Planned & executed consistent quarterly client events A streamlined client service model to be more consistent & effective Eliminated excess tasks and

Financial leader bucks the norm and speaks the truth about coaching! It’s NOT about telling clients what to do.  Skilled coaches don’t lecture – they probe. The best coaches engage clients in creating custom solutions Small tweaks can make a big difference “Professional coaching….is NOT about teaching, but rather helping teams identify what it is they

Advisor confesses everything we expect about how to engage prospects was ” Dead Wrong”. During a conference speaking trip to California, I had the opportunity to spend time in a local office with a number of advisors.  We were talking about how to be more effective when working with women investor clients. All the studies