As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.
You’ve read all the reasons why targeting women as clients is lucrative. But what is the one thing that women really want from YOU, the financial advisor?
System irrationalities reveal themselves when we think, plan and build processes one way, then get unexpected outcomes as a result.
Most people long for deep and meaningful relationships and yet are ever puzzled as to why they don’t work as well as they should. The missing ingredient, preventing individuals and teams from going deeper, is trust.
Our words have tremendous power in the lives of others. The cascading consequences of our words will show up somewhere else in life and either help us or hurt us.
Because human beings are open loop creatures (see last week’s principle), communication and connection are essential for proper human function. When organizational leaders fail to communicate in an authentic way, people lack something they need to operate at optimum levels. For those who have learned the secret of being fully present, they enjoy the fruits [...]
A woman uses about 20,000 words per day while a man uses about 7,000 words a day. That’s a lot of talking. Combine that with the demand to have immediate responses and that leaves little time for thinking before we speak. See if you have experienced either of these “All I Said Was….”
Today’s business environment is so challenging that we must fully employ the resources at our disposal. We underutilize our staff when we fail to delegate or tap into their thinking and judgment.
Many people spend more time with business associates than they do their families–all the more reason to address the culture and climate of the workplace.
The cost of a well-functioning team is high. It requires transparency, a commitment to other’s success, and the kind of vulnerability that leads to risk-taking, which, for sure, ensures mistakes will be made.