Gaining media exposure for your event or cause may feel like a daunting task. Although not always easy, it is …
How to Capture Media Attention for Your Business, Organization or Cause Read More »
If you are among my regular followers, you know the value of having a master calendar for your business. This …
Personal Master Calendar: A Novel Marketing Idea Read More »
When advisors learn that I facilitate high-performance team meetings, sometimes called study groups, they want to know how to set …
Many of my recent conversations with advisors have been centered on how best to conduct meetings with staff members. Today, …
How to Conduct Effective Staff and Team Meetings Read More »
It is less expensive and time consuming to keep an existing client compared to acquiring a new one. Therefore, much …
In an effort to better serve your clients, you may have read articles or had clients take quizzes to help …
Are You a Queen Bee? Do You Have Queen Bee Clients? Read More »
When advisors ask me to help them set up systems for their business, I put on my professional organizer hat. …
In my previous article, I discussed the key steps for successfully bringing a new employee into your firm. Let’s now turn …
Starting with a clear vision of your desired outcome and an honest evaluation of where you are will help you …
In a previous article, I wrote about the hiring process. Now that you have found a qualified candidate, how do you …
Developing an Effective Advisor Training Program Read More »
