David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing—part of the mind can be traced all the way back to the ancient philosopher Plato and why everyone should know their unique natural instincts so they can approach problem-solving in the most efficient and ...
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Understanding Kolbe
Last month, we reviewed several common personality assessments used in hiring that measured the Affective (Feeling) and to some extent the Cognitive (Thinking) parts of the mind. This month we will examine the leading assessment that measures the Conative (Doing) part of the mind. You may not be as familiar with this one because the others are more widely discussed and commercialized. Nonetheless, having an idea of how someone prefers to take action is just as important a factor in the ...
Ep #160: How to Best Negotiate Compensation with Kate Dixon
Kate Dixon is a world-renowned expert on compensation and negotiation, and she stops by the show today to share her wealth of expertise in this topic. If you are looking to become more confident in your negotiations, this is an episode you won’t want to miss! Listen in as Kate shares the essentials of successful negotiation strategies, starting by emphasizing the importance of always negotiating an offer, exploring alternatives for negotiation when salary adjustments aren't possible, and ...
IS YOUR INTERVIEW PROCESS TOO LENGTHY?
Everyone who follows these articles knows that our approach is to be as thorough and precise as possible when it comes to candidate selection. At what point, though, does a hiring process become too lengthy and a deterrent for job seekers? Since, the current demand for new planners is high and supply is small, the obvious downside is that the longer a firm drags out the interview process the increased likelihood the candidate will accept an offer from a competing firm. In this month’s article, ...
Ep #130: Developing a Career as a Paraplanner with Alex Hopkin
Alex Hopkin is the Founder of Simply Paraplanner, an online job board that connects virtual paraplanners with firms seeking virtual hires nationwide. If you are seeking a virtual paraplanner role, this is an episode for you! Listen in as Alex talks us through her path to becoming a financial planner, starting with the scholarship she received and the challenges she faced as a military spouse seeking a virtual position in a field that had few options for remote work. You'll learn about her ...
Ep #124: Financial Coach in a Property and Casualty Insurance Company to an Associate Planner in an RIA with Eric Joynt
Eric Joynt is an Associate Financial Planner at Prospettiva Financial, and he joins the show today to talk about how he became interested in investing and financial planning while in college. If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won’t want to miss! Listen in as Eric shares how he started his career with a property and casualty-focused organization, as well as how he moved up the career ladder. You'll hear about ...
Ep #120: College Football Player to CFP with Michael Branthover
Michael Branthover is a Financial Advisor with Day Financial Group based out of Columbia, MD. He joins the show today to share how he went from earning a full-ride scholarship to play football at Virginia Tech to his eventual transition into the financial planning program. If you are interested in how to use your background as an athlete to succeed in financial planning, this is an episode you won’t want to miss! Listen in as Michael talks about the influence the financial planning firm owners ...
Ep #117: How to Identify a Solid Firm and Career Opportunity with Jessica Harrington
Jessica Harrington is an Executive Business Coach at Carson Coaching in Dallas, TX. She joins the show today to share her story of becoming interested in financial planning and working as a coach for financial planners, as well as what she has learned throughout her career. If you are starting a new position and are looking for some inside information on how to have success, then you won’t want to miss this episode! Listen in as Jessica divulges the valuable lessons she has learned from her ...
Ep #74: Employee to Entrepreneur with Maria King
Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry. Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her ...
Ep #25: From Individual Contributor to Leader and Consultant with Colleen Hallinan
Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial advisors back in the '80s and '90s. She also opens up about how she found an RIA to work for, left to start her own firm, and then ended up rejoining the ...
Ep #23: Finding Your Best Fit by Understanding Who You Are with Krista Sheets
Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal lives. Listen in as Krista discusses what tools Paragon utilizes to help aspiring professionals select the right profession, corresponding job ...
Employing Remote Team Members
Even though some states are re-opening and the worst is hopefully behind us, the Covid-19 Pandemic of 2020 has taken over 100,000 lives, destroyed thousands of businesses, and devastated many associated livelihoods. We published the article entitled “Employing Remote Team Members” four years ago in May 2016. What then may have been suggestions, for uncomfortable change, for some firms came to reality overnight as the government shut down state economies to slow the progression of the virus. As ...