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Summary: Recently I’ve asked top-performing advisors this simple question: To build a high-performance team, which of these three factors is the most important.
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Summary: I am often asked about how best to turn managers into leaders. It is hard because most are not trained to be leaders. Many great educational programs focus on technical skills, but disregard the soft skills needed to make best use of those technical skills. Thankfully, this is changing in many programs, but for in this week’s column, I offer some thoughts you can use to assess your own leadership skills and approach, and inform your current and future leaders.
Added on April 2018 in Form an RIA
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Summary: Robert Karn wants to beef up his administration staff with a detailed-obsessed hire who really loves paperwork and has a Series 7. But, he’s not finding any qualified takers.
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Summary: While all advisory firms have to come to grips with succession planning, smaller RIAs are especially vulnerable to taking a big financial hit if they don't have a strategy in place for the loss of a principal.
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Summary: Stories abound about people over 50 losing jobs and being forced to reinvent themselves, sometimes with very happy endings. But what about those who are fortunate enough to have jobs, but don’t love — or even like — their work anymore?
