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

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… #