FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

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.

As we face the global COVID-19 crisis, we are being forced to adapt to extreme circumstances, to step out of our familiar grooves. This can also be a great opportunity to widen our lenses and consider things that might seem “crazy.” Like the neighbors in San Mateo, dancing in the street to get their dose of social, physical connection!

When you want growth AND the freedom to take your business to new levels, what is the key? Imagine if your team members gave you their discretionary effort. Not just what they’re required to do, but to willingly and enthusiastically go beyond your expectations.

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...

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.

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.

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).

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.

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