Check out our latest video as our team shares a few words about hope and how much we have valued working with you. Cheers to a New Year filled with a lot more sparkle, and a little less stress!
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Living through a crisis can help us clarify a few things of significant importance. I think as we move into this weekend, it is a good time to take a few moments and recognize what ignites our passion.
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We all need to be great at self-leadership, particularly during a challenging time like this. Some of this can be a bit painful but, just like physical exercise, the pain can lead to worthwhile benefits.
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We talk a lot about intergenerational planning, but this can be a great point of beginning for those deeper conversations with your clients. When they think about mom and finances what does that conjure up?
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Here are some ways we can help each other shape our conversations to make the most of every encounter we have during this difficult time.
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What can we do now, when we are still social distancing and not even able to connect with groups of people yet? There’s a lot we can do, and we should focus on those things in a big way.
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Exercise makes you feel better. It can boost your endorphins and put you in the right mindset. You’ve done everything to prepare for the meeting, but this…
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Despite my once frequent flyer life, it is at my desk (be it at home or the office), that a large percentage of what I do happens. I’d like us to think about the space around us and how it can influence our productivity today.
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I believe you can expand the number of those you do well with by seeking first to understand. Let me share a couple of experiences with you about building a better-together team.
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Journaling is brain food. It boosts memory and comprehension as well as increases your working memory capacity and cognition. There are many reasons to start or keep a journal. Here are a few more ways it helps.
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There is hope that we can improve our recall and communication simply, quietly, and without taxing our brains further. It is CRM.
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No matter who you are in the organization, there are only six key tasks that have to happen to move your practice forward. Can you name them?
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We allow people to tie us up when we lack confidence. This is a real deterrent to our well-being and our productivity and achievement as human beings. Here are 7 things that can boost your confidence.
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Let me share a few reasons why I still value this tool and how you can design a Model Week that will benefit you during these challenging times.
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Corporate culture is not optional; you have one. It may taste sweet like cupcakes or look more like a fine wine. We just don’t want it to smell fishy.
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When I say “less steps to success” it does not mean rushing clients and prospects and making them uncomfortable, but it does mean streamlining how you get from here to there without missing anything.
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You are doing a great job of calming the financial fears of your clients already. I believe we can offer them even more by raising our awareness and deepening our concern for their overall well-being.
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I’d like us to stop and think about how we ask for things. Here are just a few more reminders, as we are often in tense situations these days, to use a bit of etiquette along with Situational Leadership.
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