Best Practices for Building Exceptional Financial Planning Teams

When building a successful team as a financial planner many often want to hire people who remind us of ourselves. It feels easier, more comfortable, and more secure. But this tends to be a mistake. Suggested Steps: 1) Define the common core characteristics that are...

How to keep your VIP’s happy and engaged…

Why Millennials Keep Dumping You: An Open Letter to Management Lisa Earle McLeod on LinkedIn This is SPOT ON! In order to be loyal, our people need to feel empowered, important, engaged and valued. CNBC announced today that the amount of available jobs is at an all...