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...
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
It's Time to Surrender Your Calendar
Many goal-oriented achievers tend to overcommit — and thus abandon their personal needs, such as health, family, friends, and fun. And becau
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'
The High Achiever’s Sanity Saver Short List
If there was one thing that I could’ve told myself as a young girl that would serve me well the rest of my life, it would be “remember to be
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
Guest Blog: Evan Beach on the Importance of Focus, and Why Sometimes Less Means More
Evan T. Beach, CFP®, AWMA®, makes the case for focusing on ideal clients, staying intentional in your actions, and doing less (and saying no
If Only I Had a Clone: Prioritizing Your Time to Maximize Growth
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...