FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

January 15, 2019

Successful, ambitious, and conscientious advisors ask questions like: How do I create next-level growth? What will it take to build a firm that delivers an extraordinary experience to my clients and their families? How am I going to achieve my own next-level life? The answer starts with another strategic question: What has to happen to give you the free...

September 4, 2018

Ask people what they need from leaders and the answer is trust, compassion, stability, and hope. These four basic needs are the result of Gallup research asking millions of people what the most influential leaders contribute to their lives. Here’s a snippet on what leaders need to understand about these needs and the challenges they may face in meeting th...

A good team is like a beautifully completed 1000 piece puzzle.  Identify the edges, the shapes of the pieces and the patterns. They all have to play well together to create the big picture, but you have to find how the pieces fit together.

Leverage comes from many different directions, and Qii can help you harness that power: where and how you apply your energy, how you build an A-team that includes internal and external players, and how you nurture that team by successfully using the skills that made you the advisor you are today.

Earlier this year, I was invited by the team at FP Transitions to sit down for a series of chats with Christine Sjölin about my journey to life after advising and the philosophies and processes behind the Qii methodology. Check out the first video below, and subscribe here to keep up with our latest articles and get updates when new tools or resource...

As promised, I’m sharing my summary of the meaty content from “The Future of Wealth Management: Short-term Noise, Long-term Planning,” a recent event in Scottsdale co-hosted by FP Transitions and Bloomberg.  The keynote speaker was Brad Bueermann, CEO of FP Transitions, a firm whose credibility on the subject rates highly given they value 1000 advisory fi...

October 9, 2017

David Grau Sr., JD, of FP Transitions

These are the words of someone just like you that built a High Impact Team allowing him to do what he loves and what he does best every day.  We’re sharing David’s story because you will see yourself in his words. 

It requires a certain mindset to build an enduring business.  If that’s what you really want, re...

December 4, 2016


I can count so many moments in my professional career where I thought I was the only one who could do certain things. But every time I let go and gave ownership to junior team members, the freedom I experienced multiplied my energy and creativity. Here are the top ways to build a loyal team.

1. Let them know you care. Have these discussions:

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