Professional Practice Management

6 minute read The Professional understands that communication with clients is of vital importance, not only in terms of the content delivered but also in how a Professional shares information. As a Professional Practice, my team and I focus on 24/7 service. We have made ourselves highly accessible to our coaching clients, Mastermind participants, and …

Investment Policy, Investment Strategy and the Professional Practice Read More »

4 minute read The world as we know it has changed, but some things remain constant: with all that has gone on in the last two years, clients are looking for a deeper, lasting relationship with a professional advisor. Today’s client seeks a professional advisor who understands the importance of client relationships and is invested …

Client Relationships: A Professional’s Most Important Asset Read More »

5 minute read Your Professional Practice is meant to grow. Whether you’re currently a rookie, sitting in the bullpen with a dozen other rookies, or an advisor with one assistant, or even a small team, you have the potential to reach the next stage of Professional Practice. A small team of two can turn into …

Creating An Operations Manual For Your Professional Practice Read More »

6 minute read Every business goes through five stages of change to achieve what we call The Professional Practice. What is The Professional Practice? A Professional Practice is a business that creates results in both your personal and your professional lives that are significantly beyond the effort and energy that go into it; a business …

The Professional Practice Read More »

4 minute read One of the biggest challenges many advisors face is building a high-performing team to service the needs of clients. Why? In a word: people. People not doing the right thing at the right time. People not following through. The list goes on. If you want to join the ranks of millionaires or …

Build A High Performing Team Read More »

3 minute read Are you still in the habit of learning new things? Many financial advisors wonder what they can do to become well-rounded and competitive while increasing their rate of success. A simple way to improve is to increase your knowledge. Dedicating yourself to being a lifetime learner is the greatest gift you can …

The Best Books for Professionals, Advisors & Practice Managers Read More »

I like to think I am in control of my life and that the things I desire I can have by working hard. A positive attitude and focused effort often lead to an outcome that is pleasing. Yet there are many things I want to be different and all my desire and effort at times seem to have little or no impact.

This time will embed itself in the memory of our families for the rest of their lives. Make it memorable in a good way. Many are working from home for the first time. Routines have changed. Distractions have increased. Finding that quiet moment may be difficult. But we can transform this time into different vivid remembrance if we desire.

This was a talk given on 7 April 2020 to financial advisors hosted by CSI.ca I remember October 19th, 1987, like it was yesterday. My chest tightened as I watched the stock market fall in the largest percentage drop in a single day — over twenty-two percent, almost twice the second worst day in history, …

What to Say – Part One – After the Market Fell Read More »

Most would agree a good habit gives individuals, teams, and organizations the power to create successful results. But what happens when the habit becomes “the way we have always done things”?

After thirty years of training and coaching, I have learned that two skills stand out as the most important to the success of any individual or team. Not knowing these skills can not be held against someone, because we are not taught the skills in school. Only a few ever discover their importance, master them, and rise to the elite ranks productivity and performance.