FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

October 3, 2019

When your team is engaged, energized, and excited to come to work every day, there's no telling what your firm can accomplish. But when you're in high-growth mode — when your schedule is already stretched — how can you make the extra time for connection? Enter, the Wooo session.

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.

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.

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.

Failure. My favorite reference to this concept was in an episode of the Exponential Wisdom podcast, which I first listened to a few years back:

"If failure is not an option, then success gets really expensive."

So, let's back up. What do I mean when I say that you should allow your team to fail?

Let Your Team Stumble Successfully

It may seem risky — but...

I had a conversation some time back with Caleb Brown of New Planner Recruiting on the frequent irony of the advisor who seeks to hire "A-Players," but only pays "B" or "C" wages or runs a B or C shop. The usual refrain is either, “There just aren’t any good candidates out there,” or “It’s got to be the low unemployment rate!”

If you’ve had trouble hiring...

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