The Elements

October 28th, 2014

Is Your Team Green and Growing or Ripe and Rotting? Here’s Why Employee Development Is Necessary to Your Success

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Why Employee Development Is Necessary to Your Success

  “Are you green and growing or ripe and rotting?” I love this quote by Ray Kroc. In fact, I have it framed in my home as a reminder to never stop learning. For those of you who don’t know, Ray Kroc was an American businessman who joined McDonald’s in 1954. His strict standards and […]

October 21st, 2014

10 Minutes a Day – A LinkedIn Checklist for Financial Advisors

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10 Minutes A Day - A LinkedIn Checklist For Financial Advisors

  Nearly every day there are more studies and articles about the importance of a social media presence for financial advisors. All of the statistics point to the fact that clients and prospective clients alike are conducting research online. And, they are looking for YOU! Advisors will often present us with skeptical questions; “How can […]

October 14th, 2014

What Your Firm Needs to Do Now to Attract Next-Gen Investors

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What Your Firm Needs to do Now to Attract Next-Gen Investors

    Investors under the age of 40 present a huge opportunity to advisors. The next generation represents a larger population than the Baby Boomer clan who came before them. Studies show they are not satisfied with the financial advice they are receiving. To ensure your firm will remain relevant to these young investors, your […]

October 7th, 2014

9 Ways to Motivate Employees with Performance Reviews

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9 Ways to Motivate Employees with Performance Reviews

  Let’s face it, this time of year managers and employees alike are starting to think about performance reviews. Stress and anxiety levels rise and less than favorable opinions about performance reviews are muttered between peers. To top it off, a recent Leadership IQ study of 48,000 leaders said that only 13% of those leaders […]

October 2nd, 2014

Is Your Prospect Pipeline Problematic or Prosperous?

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Is Your Prospect Pipeline Problematic or Prosperous?

  A dreaded part of business for most advisors is making that much needed follow up call to a potential client. It’s much easier if you know them well, know what their needs are, and know how committed they are to doing business with you. There are key questions you need to ask to secure […]

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Latest Blog Article

Is Your Team Green and Growing or Ripe and Rotting? Here’s Why Employee Development Is Necessary to Your Success

  “Are you green and growing or ripe and rotting?” I love this quote by Ray Kroc. In fact, I have it framed in my home as a reminder to never stop learning. For those of you who don’t know, Ray Kroc was an American businessman who joined McDonald’s in 1954. His strict standards and […]

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