Business Planning

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The Rule of 40% for Financial Advisors

Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.

2022-06-03T07:37:46-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on The Rule of 40% for Financial Advisors

A 3-Step Plan to Make Difficult Decisions

As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.

2022-05-15T17:54:13-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on A 3-Step Plan to Make Difficult Decisions

Where’s Your Next Growth Spurt Going to Come From?

What got you here won't get you there. Big decisions arrive at pivot points.

2022-04-29T08:27:31-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Where’s Your Next Growth Spurt Going to Come From?

Decoding Your Emotions to Drive Top-Level Performance

Digging into emotions is uncomfortable for many of us. But advisors who are trained in this type of work will add transformational value.

2022-03-03T15:51:04-06:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Decoding Your Emotions to Drive Top-Level Performance

Make 3 Bold Moves

By making bold moves from a position of strength, you increase your company's resiliency and create space to respond powerfully to crises.

2022-02-19T11:59:23-06:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Make 3 Bold Moves

How to Get the Most Out of Attending a Conference

Ben Jones and Emily Larsen hosted a roundtable discussion with Kathryn Brown, Dennis Morton, and Steve Sanduski at Schwab Impact 2018 to share tips on maximizing your conference attendance.

2021-10-31T15:39:15-05:00By |Blog-Podcast, Conference Reports, Growing, Leader Interviews, Podcast, Practice Management|Comments Off on How to Get the Most Out of Attending a Conference

Become a First Rate You and Not a Second Rate Copy of Someone Else

Take some time and really explore what makes you—you. And then step on the gas and do more of that.

2021-09-27T09:38:07-05:00By |Blog-Podcast, Coaching, Growing, Planning, Practice Management|Comments Off on Become a First Rate You and Not a Second Rate Copy of Someone Else

The Third Derivative Level of Preparation

Here’s a simple 3-part framework to ensure you are well-prepared for big opportunities that may not go as planned.

2021-06-27T16:03:17-05:00By |Blog-Podcast, Coaching, Growing, Planning, Practice Management|Comments Off on The Third Derivative Level of Preparation

Reasoning Doesn’t Work

You won't convince someone with better facts. But these 3 strategies will.

2021-03-05T13:38:53-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Reasoning Doesn’t Work