FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

October 3, 2019

When your team is engaged, energized, and excited to come to work every day, there's no telling what your firm can accomplish. But when you're in high-growth mode — when your schedule is already stretched — how can you make the extra time for connection? Enter, the Wooo session.

September 27, 2019

Many organizations are using mindfulness practices to eliminate workplace stress, increase collaboration and focus, and improve interpersonal relationships with team members. Should your advisory firm give mindfulness a try? We explore the benefits in this blog post.

August 22, 2019

Friction is often caused by simple disagreements, misunderstandings, and mistakes. Only dialogue fixes these issues, so everyone needs to know how to engage in a crucial conversation. Here's how to foster healthy, productive communication within your own team.

Your firm’s succession plan is designed to gradually transfer ownership, leadership, and growth responsibilities to the next generation of advisors. So, how do you ensure the process goes smoothly? FP Transitions' Kem Taylor explains how the tranche system can facilitate an effective transition.

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