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Tag: team engagement

October 27, 2015Newsletters

Results-Driven Solutions: Transitioning Your Practice from Reactive to Proactive (Part 1 of 2)

Those in the financial services industry can be easily distracted by a number of competing influences during the course of a normal, often chaotic day. Successful advisory teams accept that there will always be some element of the business that is reactive – it’s the nature of the industry.

May 20, 2015General Information

Results-Driven Solutions: Have You Checked Your Mirrors Lately?

Looking in the mirror is something some people enjoy while others avoid it at all costs! Both perception and perspective can play vital roles as we look into the glass from varying angles. Some only see what they want to see; some only do self-reflection and avoid asking others their perspective. For some, looking in the mirror involves going beyond the surface and outward appearance and actually examining the inside, as well. Consider the importance of the varying mirrors when driving. On the journey to seeking our desired success and creating and developing a high-performance team and business, we need to proactively look in the rear view mirror and the side mirrors, as well as look straight ahead through the front windshield.

April 22, 2015General Information

Results-Driven Solutions: You Do ROI…We Do ROP

In our last newsletter, “Does Your Team Have What It Takes to Work,” we provided a simple model for building a results-driven team. This month’s newsletter is about the importance of surrounding yourself with the best people.

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