I was recently interviewed by Fiona Collie for an article she wrote titled “Five Questions to Ask Before You Buy” for Investment Executive website. The article discussed several important questions to ask first. One of the biggest hinderances to successful purchases is the incompatibilty of the new advisor with the new clients, because of the […]
Ever wished you could understand your clients’ fears regarding the markets and their investments? The book The Science of Fear helps you understand the root of fear and will prepare you to better manage your own concerns and your clients’ fears as the markets volatility makes remaining calm difficult. This is a must read for advisors […]
Studies now show that checklists actually improve the quality of deliverable service. What was once the tool of pilots and astronauts is now used by surgeons, hospitals, and money managers to improve there execution and delivery of value. The book Checklist Manifesto details the value of using checklists. This is a great summer read. Highly […]
Every once in a while a book comes along that transforms your definition of business and practice management. The new book, Rework by the founders of 37signals.com is such a book. Order a copy now.
The team will only buy into a vision they create. If the boss does all the planning, they will have to do all the work. Ask the team to identify the three biggest changes that need to happen to make the team more successful. Say nothing and do not critique their choice. Then ask them […]
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