FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

December 20, 2019

Ask yourself two critical questions for next year’s strategic plan, as you put in your finishing touches: How will you measure your success? How will you activate your goals and hit the ground running? Use our framework to guide your process.

December 13, 2019

Albert Einstein famously said, “We cannot solve our problems with the same thinking we used when we created them.” If we want to get to our next level, we have to change our behavior. Yet, our brain is lazy and naturally efficient — and we unintentionally allow it to be our greatest obstacle.

December 5, 2019

By providing you with direction, motivation and boundaries, strategic planning allows you to live with intention – to navigate the whitewaters of life with your oars, rather than be thrown about by the vicissitudes that life hands you. Your professional life should be supported by an intentionally led personal life — the essential fuel for success.

November 26, 2019

As 2020 approaches, many dread — and therefore put off — a necessary task: defining their business goals for the upcoming year. After all, why plan for the upcoming year when it’s not exactly urgent?

November 22, 2019

When every day your priority is to call and meet with clients, strategic creative thinking is not going to happen. An effective Qii day frees you up — guilt-free — to focus on the big-picture items that are essential to your business. Here are our favorite Qii priorities.

November 14, 2019

Recently on the blog, we talked about the seeds of a strategic plan, which includes establishing a shared vision for your firm and team, as well as a mission that brings your vision to fruition. Now it’s time to create the structure of your plan — which is sometimes easier said than done.

November 8, 2019

If your confidence in reaching your year-end goals is waning, regroup with your team and test out these strategies for motivating them to reach the finish line.

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.

September 6, 2019

Evan T. Beach, CFP®, AWMA®, makes the case for focusing on ideal clients, staying intentional in your actions, and doing less (and saying no more often).

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.

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