Career Agency Financial Manger Coaching Mash Up

December 17, 2009 by Simon · 1 Comment 

I am always asking financial advisors and financial advisor managers the following question.
Here is one manager’s question along with my reply.
Question
What are your three biggest business challenges?
1. Finding enough quality candidates 2. Helping senior Advisor’s raise their production 3. Being more effective and efficient
Reply
Please note that some of this is stating the obvious and some [...]

The Big Book of Parenting Solutions

November 5, 2009 by Simon · Leave a Comment 

I hear “Generation X & Y Financial Advisors have no work ethic” time and time again from Traditionalist and Baby Boomer Financial Advisors.
The answer to the problem was given to me via an interview on Global TV with Michelle Borba about her new book called;
The Big Book of Parenting Solutions: 101 Answers to Your Everyday [...]

The Invention Of Lying

October 7, 2009 by Simon · Leave a Comment 

The Invention of Lying is really about The Invention of Telling The Truth.
Aside from the movie offending some Christians in the way that the film’s main character comes to  “positive truth” which he posts on what look like tablets and reads to the people; to me, there is one thing about the following synopsis from [...]

Preventing A “Fatal Attraction” Hiring Mistake

September 25, 2009 by Simon · Leave a Comment 

Any job requires the correct values and behaviors. When a person reads your ad, they sometimes say that they can do the job and adapt their style and tell you what you want to hear … selling themselves and you if you are not careful … problem is some cannot sustain the act, the values and behaviors that they [...]

How Do I Know If I Need An Assistant?

September 10, 2009 by Simon · Leave a Comment 

Using Microsoft Excel as an example;
Type in every idea, project, task and to do line by line until you Clear Your Mind
Look at the items on your desk, your cork and white boards, do a search on your computer and look over the titles of all the documents that you have created in the last [...]

Fizziology

August 17, 2009 by Simon · Leave a Comment 

This story about employees at a Japanese Rail Company checking their grins using a Smile Meter reminds me of a Phone Power Course that I took back in 1987. All the participants received a mirror that they could put on the top of their desk to remind them to smile when they are on the phone.
My franchise [...]

No Sex Before Marriage

July 16, 2009 by Simon · Leave a Comment 

Hiring without a written plan and job description is like sex before marriage.
The written plan and job description are the marriage certificate and the sex is what you are trying to do before the clarity is in place … it may look and feel real good in the beginning, just like the last hiring disaster [...]

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