In our coaching work, we always do an assessment of the roles that each team member plays within a financial advisory firm. After looking at the strengths and weaknesses of a team member, we are able to evaluate how well suited that individual is for their respective role. To illustrate this more clearly, let’s use […]
With all the time and effort you dedicate to helping your clients plan for the future, it’s also beneficial to do the same for yourself. But have you done so? Most likely, you simply haven’t had the time to pursue this, even though it is critical to your personal and business success. To help you […]