Tom, who is the leader of a large technology solutions company, recently attended a 1-day leadership training workshop to learn more about how to effectively manage and coach teams. One of the aspects he learned was that engaging in difficult conversations is a critical part of a leader’s role. A key takeaway was that you […]
What does true collaboration look like? From a 2008 Guide to Assessing Teamwork and Collaboration published by the Galileo Educational Network, Collaboration is a structured, recursive process where two or more people work together toward a common goal-typically an intellectual endeavor that is creative in nature?by sharing knowledge, learning and building consensus. Much of what […]
Over the past years there has been a cultural shift to open plan working. The open office was first conceived by Quickborner a team from Hamburg, Germany, in the 1950s, to facilitate communication and idea flow. Their mantra: to furnish people with the most effective, productive and pleasant working environments possible. Todays executives may well […]
The ability of a leader to engage their team is a hot topic these days. The pressure of getting results can often make it difficult to do.
Have you ever had a client tell you their number? You know, the net worth number that will make them happy. Focusing on this number is outdated, a mistake and I contend will actually hurt someones chances of reaching their long term goals. Heres why.
As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.
A recent article from the Wall Street Journal describes how Advisers are using Financial DNA to figure out their clients’ behavioral-finance types and how best to communicate with each one.
When discussing financial planning issues, there is so much talk about investor behavior. However, rarely does the discussion get to the advisors behavior. Have you ever considered how much the advisors behavior impacts the investors performance?
As a child, each of us had dreams of who we wanted to be and what we wanted to accomplish. As we mature, we begin to lose sight of those dreams and aspirations as the daily reality of life takes up more and more of our time.