KISS Leverage, Quadrant ii and Tiny Steps: 3 Steps to Grow Smart this Year
Are you still procrastinating on developing your Strategic Plan for the year? Or, maybe you know your Most Important Goal, but you're...
Raise Your Time Esteem
As financial advisors, we get so much out of our work. When we solve a client’s goals' dilemma, or save them taxes, or help them with a...
Metrics: Ready, Thrust, Ignite!
Ask yourself two critical questions for next year’s strategic plan, as you put in your finishing touches: How will you measure your success?
Live with Intention
By providing you with direction, motivation and boundaries, strategic planning allows you to live with intention – to navigate the whitewate
Part 1: How to Build a Strategic Plan That Drives Future Growth and Success
In the past, we talked about the seeds of a strategic plan, which includes establishing a shared vision for your firm and team, as well as a
How Mindfulness Removes Obstacles at Work
Many organizations are using mindfulness practices to eliminate workplace stress, increase collaboration and focus, and improve interpersona
Why You Should Stop Doing and Start Planning
Many of us dread — and therefore put off — a necessary task: defining our business goals for the upcoming year. Now that we've reached t
Reclaim Your Energy to Optimize Your Team’s Performance
To be the best you that you can be, you need to know which projects, processes, and tasks sap your energy, and which ones fuel you. Here'
Your Brain is Lazy and Efficient. Take Control!
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
How to Boost Your Productivity in 2020
When every day your priority is to call and meet with clients, strategic creative thinking is not going to happen. An effective Qii day free