Practice Tip: 15-Minute Feedback Meeting

Your business is your baby and like any parent you want and need feedback from the team about how the baby is doing. Too often the advisor delegates to team members and then worries about whether or not the actions have been executed. This lack of communication is a major cause of team dysfunction.
To increase […]

Life Planning

Set aside a day to do Life Planning, not just business planning. Look at your entire life-to-date. By answering the following four quesitons you will have a better idea about what is most valuable to you going forward.
Four Questions to Ask and Answer
1. What have I accomplished in my life? List all […]