Summer is a good time to go out with your clients, your COIs and your team
This slower period is a great opportunity to make your practice more efficient
Financial advisors often are adept at dealing with the duties involved in being on a board of directors, but you should weigh several factors before taking this step. For example, are you committed? And do you have the time?
You can't predict the future, but to anticipate inevitable changes, ask: "What current conditions are unsustainable and have to change as a result?"
Three simple steps to controlling paper clutter can save you six weeks every year
The idea that you can execute more than one task at a time is an illusion: psychologist
Routine is not organization, any more than paralysis is order,” said Arthur Helps, a 19th century English historian and novelist. While your established routine may seem right for you, it is not necessarily the best way to run your business. By asking those around you for their ideas, you can find new perspectives that can […]
It’s a good day to reflect, look ahead and propel your business forward
Set aside time to work on your business
Your team charter identifies your objectives and clarifies roles