FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

February 5, 2020

When you’re running your own business, you find yourself taking on several roles, roles you didn’t even know existed. You find yourself wearing too many hats — and eventually end up feeling overworked, overwhelmed, and burned out. That’s why you should always aim to “replace” yourself.

January 22, 2020

When your team members have outgrown the salaries they started with as they start to bring in assets and new clients, the challenge for you, as a leader, is to compensate them in a fair way with no perverse incentives — especially when you have a team with varying roles and levels of experience. Here is a model that can help you motivate team members and...

January 16, 2020

Many goal-oriented achievers tend to overcommit — and thus abandon their personal needs, such as health, family, friends, and fun. And because they are stretched so thin, they can’t give their best selves to those they promised to spend time with, whether it’s their clients or loved ones. Their professional calendar is often the culprit.

Do you really want to achieve your goals this year? How about blow past them? You need to transform your team into an executing machine. In this series, we explore the making of a high-performing team and provide tools to help you make your goals a reality.

Think of the long-term growth of your firm and team. To achieve your strategic goals, you need top performers and an environment that fuels the progress you need to succeed. None of that success is possible, however, without a strong foundation — the base of your totem pole. And that starts with your own, personal vision.

Fostering an engaging, growth-focused culture is so much more than just coming up with core values. It requires the right business structure, and strategic leadership that inspires ownership and responsibility from the next generation.

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.

Please reload

Connect
  • LinkedIn Social Icon
Join our mailing list, never miss an update
Featured Posts

I'm busy working on my blog posts. Watch this space!

Please reload

Archive
Please reload

  • LinkedIn Social Icon

Email: info@qiiconsulting.com    Phone: 928.482.2279    Fax: 888.972.4114

© 2019 Qii Consulting, LLC