Blog

Are The Questions You’re Asking Stopping You?

Are the questions you’re asking – or not asking – stopping you from uncovering more client needs? I get to observe Financial Planners conduct interviews each week and find the questions you ask clients not only tell you a lot about them, but they also tell your client a lot about you. I always find it […]

Five ways to become a respected leader

While your title as a leader can give you power and prestige, it is how you choose to lead that can determine how much respect you gain from your team and others. Here are five ways to become a respected leader that everyone looks up to. 1. Take the focus off you I’m sure you’ve […]

Four steps to becoming a leader with influence

The ability to influence a team is fast becoming a crucial leadership skill. Influence once came with your leadership position, now in many workplaces, your ability to influence determines your success. Not all leaders influence, yet all influencers lead. Your ability to solicit ideas, change minds, shape opinions, sway decisions and leverage the skillset of […]

Four easy steps to set goals you’re motivated to achieve

If you are like most people your year starts off with the best of intentions. You’re all fired up from the break and ready to make big changes to both yourself and to your work. But then the phone calls and emails start coming in, and the meetings, tight deadlines and business as usual activities that keep you running, distract you from your bigger vision and goals. Before you know February is here, and you’re no closer to achieving your goals. Sound familiar? So what makes some [...]