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.
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 four quadrants popularized by Steven Covey as a method for organizing one’s priorities. Quadrant 2 is the “Important, Not Urgent” category.
Most of the time, many of us operate in "Quadrant 1," which represents the “Impor...
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.