FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

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.

A vision without action is nothing but a picture. To bring your vision to fruition, you must determine the specific steps you should take to achieve the right results. Your firm mission is the “how.”

If you have ever fallen short of a goal and asked yourself, “What am I doing wrong?,” consider that you may have the wrong people working to accomplish what you need.

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.

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