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Hiring Process

Four Misconceptions Hindering Your Hiring Process

As the leader of my own financial firm, I know a thing or two about the hiring process. In all my years of interviewing people (and being interviewed), I’ve realized…

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Small Business Owners

Steps to Landing Small Business Owners as Clients

According to a study done by The American College, 6 out of 10 small business owners have not consulted with a financial advisor. And 3 out of 10 of these…

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Let LinkedIn Do the Heavy Lifting

The power of social media is undeniable. Last year it was reported that about 40% of Earth’s population (3 billion people) were actively using social media. Numbers don’t lie. They’re…

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4 Steps for a Successful Onboarding Process

To lead a self-managing company you’re going to need a solid team. After 29 years in the industry I’ve gained more than a few insights into what makes a great…

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A Modern Approach to Networking

In the past, advisors used networking to gain clients by flipping through a Rolodex. In more modern times, we reach out to people via LinkedIn. However, I find that I…

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online reputation

4 Tips for Managing Online Reputation

To land new clients, they must notice you, like you, and trust you. How can they do these three things if they’ve never met you? Nowadays many people turn to online…

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process, business, values vision, team, firm, decisions, right attitude, skills, candidate, employee turnover, job, work, position, goal,

Poor Hiring Is Costing Your Firm More Than Just Dollars

High employee turnover and poor hiring decisions go hand-in-hand.   It’s a simple cause and effect scenario.   When you hire the wrong people for the job, you’re bound to…

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5 Questions Advisors Should Be Prepared to Answer

Taking on a new client is a two-way street. Your prospect will be interviewing you, as much as you are them. While some clients may be more prepared than others,…

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Losing a Client

Why Sometimes Losing a Client Is Okay

I’ve lost clients over the years. Sometimes it’s an amicable parting of ways, other times not. Sometimes it was my fault, and sometimes it was theirs. Relationships evolve with time,…

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hiring process

3 Misconceptions in the Hiring Process

One of the biggest mistakes employers make in the hiring process is treating candidates like children. They believe with a few exciting “perks” they can be won over in a…

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