Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations
Melinda Bremley and I discuss the traits that differentiate top leaders, including how to use assessments and conduct performance reviews.
Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”
Carley Dillon shares the framework behind Brighton Jones's stunning success, including how they deliver wealth alignment.
Trust, Team, and Tea: Pete Goss on What His Epic Adventures at Sea Taught Him About Life and Business
Answering a Mayday call deep in the Southern Ocean while solo sailing in a gale changed his life.
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
Eric Brotman and I have a wide-ranging conversation that touches on evolving your role over time and how to accelerate organic growth.
How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
Paul Blease and I discuss the synergistic team model, which he believes is the best way for advisor CEOs to maximize top talent.
Would You Want “10 of That Type of Person on Staff?”
Your team is the biggest determinant of how successful your business will be. You must hire the best people and let go the people who are placeholders.