Leadership And Team Survey Part 3 of 4
May 17, 2012 by Simon | Leave a Comment
Leading Advisor has identified the key factors for business success and profitability. The Leading Advisor Business and Practice Planning Survey have been developed for business owners and/or the professional practitioner. By focusing on specific areas within your business it will enable you to create and maintain a thriving business or practice.
C. Manager Management
I empower my manager to manage me well.
I keep my manager fully informed, especially bad news.
I have weekly meetings with my manager to report/learn.
I relate to my manager as more of a great coach.
I state absolute requirements of my manager so I produce well.
I don’t compete or react to my manager. We’re “equals.”
I immediately give my manager problems I cannot solve.
I brief my manager well: data, options, recommendations.
I put myself in my manager’s shoes & manage from there.
Regardless, I always stay in full communication with my manager.
SURVEY INSTRUCTIONS
There are 4 steps to completing the Leading Advisor Business and Practice Planning Survey.
Step 1
Answer each question. If the statement is true, check the square. If not, leave it blank until you’ve done what it takes for it to be checked. Be a hard grader.
Step 2
Summarize each section. Add up the number of squares for each of the sections and write those amounts where indicated.
Where are the Opportunities for Improvement?
Step 3
Identify key issues or opportunities that influenced your assessment.
Step 4
Brainstorm actions that can be taken to improve low ratings or maintain high ratings.
Leadership And Team Survey Part 2 of 4
May 16, 2012 by Simon | Leave a Comment
Leading Advisor has identified the key factors for business success and profitability. The Leading Advisor Business and Practice Planning Survey has been developed for business owners and/or the professional practitioner. By focusing on specific areas within your business it will enable you to create and maintain a thriving business or practice.
B. Empowered Planning, Strategies & Communication
Quarterly planning sessions conducted with managers and staff.
I have outlined each person’s job and how often they report to me. (Reporting form done, too.)
I know how much I am going to do and how much I am going to delegate
I am unconditionally constructive whenever I speak.
I remain criticism-free even when I correct others.
I have tremendous amounts of compassion for others.
I don’t gossip. Period.
I always come from a positive place, solution-oriented.
I am direct, yet not obnoxious, in my speaking style.
Respect: I honor people, their unique contribution, I include them in decisions. My staff are my customers.
SURVEY INSTRUCTIONS
There are 4 steps to completing the Leading Advisor Business and Practice Planning Survey.
Step 1
Answer each question. If the statement is true, check the square. If not, leave it blank until you’ve done what it takes for it to be checked. Be a hard grader.
Step 2
Summarize each section. Add up the number of squares for each of the sections and write those amounts where indicated.
Where are the Opportunities for Improvement?
Step 3
Identify key issues or opportunities that influenced your assessment.
Step 4
Brainstorm actions that can be taken to improve low ratings or maintain high ratings.
Leadership And Team Survey Part 1 of 4
May 15, 2012 by Simon | Leave a Comment
Leading Advisor has identified the key factors for business success and profitability. The Leading Advisor Business and Practice Planning Survey have been developed for business owners and/or the professional practitioner. By focusing on specific areas within your business it will enable you to create and maintain a thriving business or practice.
A. Empowered Leadership
CEO has a strong vision and others have bought in.
Firm has a simple mission statement.
The firm’s culture is cooperative vs. adversarial.
The firm has very large goals and everyone is excited about reaching these goals.
The CEO frequently interacts with employees at all levels.
CEO initiates huge requirements.
CEO is developing leaders, not just managers.
Staff is proud of the high quality work they do.
Firm is customer-sensitive and customer-driven.
Staff is proud of their role in the success of the firm.
SURVEY INSTRUCTIONS
There are 4 steps to completing the Leading Advisor Business and Practice Planning Survey.
Step 1
Answer each question. If the statement is true, check the square. If not, leave it blank until you’ve done what it takes for it to be checked. Be a hard grader.
Step 2
Summarize each section. Add up the number of squares for each of the sections and write those amounts where indicated.
Where are the Opportunities for Improvement?
Step 3
Identify key issues or opportunities that influenced your assessment.
Step 4
Brainstorm actions that can be taken to improve low ratings or maintain high ratings.
Positive Feedback From NAIFA-Boise!
May 14, 2012 by Simon | Leave a Comment
Twitter Weekly Updates for 2012-05-13
May 13, 2012 by Simon | Leave a Comment
- What’s your # of prospect calls & e-mails per day? The # keeps you in a prosperous state of mind. No # = a poor state of mind. #
- Here is my new affirmation: awake, aware, clear, content, focused, peaceful, present, prosperous and satisfied #
- RT @nejointconf: Excited to hear @simonreilly give two presentations on Thursday at the Nebraska Joint Conference! #12NEJointConf #
- Build a testimonials list by asking your clients what do they like best about working with you http://t.co/cUmz6eXk #
- The absence of a clear, consistent state of mind creates a doorway for the fear based ego mind to get in the door #
- RT @nejointconf A full house for @simonreilly for his breakout session at the Nebraska Joint Conference. #12NEJointConf http://t.co/KkIkeJRR #
- Plan your day the afternoon in advance & create clear space in the morning. Use your energy & time in the AM to contact prospects & clients #
- RT @nejointconf: @simonreilly – Offering great ideas to participants, including the power of delegation. #12NEJointConf http://t.co/DV9jMWF8 #
- RT @nejointconf: "Start a conversation with, 'Can you help me,' to take charge of your time." — @simonreilly #12NEJointConf #
- RT @nejointconf: Have the "crucial conversations" with your junior agents to avoid misunderstandings and future fights! — @simonreilly… #









Dates for 2012 TBA - stay tuned!










