I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …
As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. …
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report. In early 2022, my colleague Julie Ragatz, Ph.D., and …
While this job has been fascinating and interesting for all 16 years I’ve done it, the past 12 to 18 months have probably been some of the most interesting …
“It’s not what you said, it’s how you said it.” Have you ever been on the receiving end of this statement? I certainly have. And it’s a reminder that …