Letting Your Team Fail IS an Option
Failure. My favorite reference to this concept was in an episode of the Exponential Wisdom podcast, which I first listened to a few years...
An 'A-Player' Needs an 'A-Employer' to Thrive — What Kind of Employer Are You?
I had a conversation some time back with Caleb Brown of New Planner Recruiting on the frequent irony of the advisor who seeks to hire...
If Only I Had a Clone: Prioritizing Your Time to Maximize Growth
In a small group this week, we talked about the Qii mindset. Let’s take a quick step back and review: Qii is “Quadrant 2,” the second of...
Kem Taylor Demystifies Succession Planning
Your firm’s succession plan is designed to gradually transfer ownership, leadership, and growth responsibilities to the next generation of a
Your Catalyst for Growth and Progress: Focus on Your Team
Successful, ambitious, and conscientious advisors ask questions like: How do I create next-level growth? What will it take to build a firm t
Strengths Based Leadership | Meeting Basic Needs in Your Organization
Ask people what they need from leaders and the answer is trust, compassion, stability, and hope. These four basic needs are the result of Ga
How to Create a Strategic Plan that Works - FP Transitions RoundTable
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
How to Find Someone to Fill the Gaps - FP Transitions RoundTable Talks
Leverage comes from many different directions, and Qii can help you harness that power: where and how you apply your energy, how you build a
Life Beyond Advising - Qii and FP Transitions RoundTable Talks
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...
The Future of Wealth Management: Short-term Noise, Long-term Planning
As promised, I’m sharing my summary of the meaty content from “The Future of Wealth Management: Short-term Noise, Long-term Planning,” a...