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Nov15How to Show Gratitude to your Team

How to Show Gratitude to your Team

When was the last time you told your team that you truly appreciate them? It may come naturally for you to do so in terms of your clients, such as sending end of year thank you letters to go out to all of your clients expressing how grateful you are for them and how you wouldn’t have the business you have if it weren’t for them, etc. What about expressing the same level of gratitude for your team members? As we approach the end of the year and reflect back on what our firms have accomplished ...

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Oct18When is it Time to Promote?

When is it Time to Promote?

For growing firms, the end of a year is a time to reflect on goals and challenges from the previous year. It can also be a great time to promote people on your team who are performing exceptionally, so they can start the new year off in the right position and mindset.This month, we will look at how to identify candidates due for promotion. Here are three signs to look for:They are already taking it to the next level.This one is straightforward and can easily be evaluated by comparing what your ...

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Jul17SETTING REASONABLE EXPECTATIONS FOR NEW PLANNERS PART 2 OF 2

SETTING REASONABLE EXPECTATIONS FOR NEW PLANNERS PART 2 OF 2

Last month we discussed what expectations are generally unreasonable for a new planner hire and this month we look at what firm owners SHOULD expect from their new planner.  As I mentioned last month, not all new financial planners are equal. Nonetheless it’s reasonable to have some solid, but realistic expectations for a good candidate that you might hire. A few items to screen for include: Have a general familiarity with how financial planning firms serve clients and earn revenue – Most ...

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Jan14Utilizing Finders, Minders, Grinders Effectively

Utilizing Finders, Minders, Grinders Effectively

Happy New Year! To continue to capitalize on the momentum you gained last year, start this year off right by making sure you have your teammates in the correct roles within your firm. Having the right person in the wrong fit role (the “wrong seat”) substantially detracts from any efficiencies and scale you have achieved. In our work with firms across the country, we see top candidates not be able to deliver top-tier results because, sometimes, they are in the wrong spot. In this month’s ...

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