FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

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!

February 13, 2020

"The Bigger Pie Mindset" is an important leveraging concept — it’s when you’re more in tune with "baking" and sharing a bigger pie with others than maximizing the size of your own pie. The happy by-product of such an approach is you become more valuable to others, which makes you more memorable.

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 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).

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.”

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