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Business has been good, and you're itching to dive into a riveting chapter of growth. Now, take a moment and think about it. Are you scared? Good, because you should be. Acquisitions are like …
Continue Reading about So, you’re thinking about an acquisition… Part 1 →
Perhaps, someone has set up a Calendly for you, but you need to know what to do beyond rocking up to appointments. This article is for you. Perhaps you’ve set up a Calendly for an adviser you support …
Continue Reading about Five tips for advisers managing their Outlook calendar when using Calendly →
In the second part of this blog post, we’re continuing our look at the file noting process and how it may be reconsidered. The first part, which focused on trying to be smarter with our process is …
Continue Reading about Rethinking the not so humble file note – Part 2 →
In this two-part post, we’re going to look at the not so humble file note and some ways we can enhance record keeping when it comes to client meetings/conversations. The file note, by virtue of its …
Continue Reading about Rethinking the not so humble file note – Part 1 →
No, this isn't an onion metaphor. And I don’t often sit down, look at a problem, and wonder to myself: What would Tony Abbott do? However, when I do see something strangely effective, I wonder if it …
Continue Reading about What Tony Abbott can teach us about cultural change →
Some things seem really simple, until you go to write them down and map them out in full detail. So, you map out a workflow. How deep do you go? Is ‘Schedule a review meeting’ one task or three? …
Continue Reading about Three common errors in workflows/threads →
