Posts by Ginny
What if your people brought their “A” game every day?
Imagine a workplace where every employee shows up with their best effort every day. As a leader, focusing on Strategic Management can help you create an environment where this becomes the norm, ensuring your team brings their A game daily. (1Information taken from How to be a Great Boss by Gino Wickman)? To foster an…
Read MoreTop Challenges Financial Advisors Face in 2024 and How the Advisor’s Success Blueprint Can Help
As we move through 2024, financial advisors face many challenges. To help you navigate these, the Blueprint for Financial Advisor Success provides a strategic guide for overcoming obstacles and achieving growth. Some of these challenges are as old as time and others are ever-changing. From client expectations to new technology and regulatory demands, it can…
Read MoreThe Myth of “It Will Only Take 15 Minutes” and Why This is a Dangerous Mindset
Over my nearly 20 years as a consultant working with financial advisors, I have literally heard this expression at least 100+ times. “I’ll take care of it. It will only take 15 minutes”. What’s wrong with that you ask? Plenty, especially when considering the myths of time management! Let me lay out a few things to consider:…
Read MoreDictation software for financial advisors: Top 5 Reasons Financial Advisors Should Use Dictation Software
Dictation software offers top reasons financial advisors can enhance their productivity, save time, and improve compliance. With so many benefits, it’s surprising more financial advisors don’t leverage this powerful tool to streamline their daily operations. Why aren’t more financial advisors using dictation software? Mainly because it’s something new to learn and foreign. When we feel…
Read MoreWhy Financial Advisors Should Continue to Hire in a Down Market
In an era of market volatility, many Certified Financial Advisors are hesitant to grow their teams. However, expanding your staff strategically is key to success. That’s why this article will delve into the current tight hiring market, discuss key statistics that defy inflation and downturns, and highlight why financial advisors should continue to work on…
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