Jim Rohn said, “Success is steady progress toward one’s personal goals.” Therefore, financial advisors and planners should remind clients of their progress so they feel their success.
Author Archive | Adam Kornegay
A Picture is Worth a Thousand Words
For financial advisors, financial planners, and other professionals, your clients and prospective clients are always drawn to pictures of you and your team. Do your photos capture the essence of who you are?
The “New” New Normal
What is normal? My “new” new normal is exactly the same as the old – love my family, make wise choices, be safe, and have fun.
Ring Out, Wild Bells
This poem by Alfred, Lord Tennyson is a wonderful way to wrap up a most unusual year.
What Do You Want to Know?
Think creatively about what you really want to know to gain a better understanding of how well a candidate will fit on your team.
Making a List
Looking to hire a new team member? If you read our recent article, Who’s On Your Bus?, you probably have a good idea of the importance of getting the right people on the bus and the wrong people off it. Now it’s time to get specific. Before sitting down with a potential candidate, we recommend making a list of the characteristics of your dream candidate. These characteristics can include: Relevant experience Specific skills or aptitude needed for the job Attitude (Hungry, Humble, and Smart) Similar values and vision for the […]
Is the Client Always Right?
Your clients have hired you for your expertise, so they want your recommendation on what’s best for them. Be willing to share that, and then listen to what they want.
Who’s on Your Bus?
Successful financial advisor teams should consider virtues, values, and vision when examining the members of a team.
Keeping Score
If you are struggling to make progress toward your vision, perhaps you need to take a good look at how you are keeping score.
Triage Your Day
Overwhelmed by your to-do list? Triage your day! Introducing a simple scoring system to decide what to do next.