The Leadership Journey

The Hiring Edge Decoding Body Language with Scott Rouse Even with all of the interviews, assessments and resume checks, the odds are 50/50 that you’ll land a candidate who is the right fit. And the ones who don’t work out are expensive. Not just in lost time spent on training and other resources, but even worse is your trusted team watching someone struggle, knowing the new hire should be respectfully introduced to opportunities elsewhere that are a better fit. I know you’re using conventiona

Take the BETA Profitable Scaling Strategies Quiz Have You Given Up On Experienced Advisors? 3 Ways to Get Them Re-Engaged with Tiffany Markarian With Planning Season in full swing, it’s an ideal time to approach your experienced advisors and help them stir up compelling opportunities for their practices. Often, discussions of growth focus on the big picture, like encouraging stretch goals for advisors, “how many new clients will you attract this year”, more lead generation efforts, or adding

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Set Up the “Monster” Succession Opportunity Structure your teams for the modern age Steve Good has dedicated his career to empowering the next generation of financial advisors. Currently the Director of Practice Development for 1847Financial, Steve brings years of experience and a wealth of knowledge to the table, having successfully transitioned from a top-performing life wholesaler into agency leadership. Obsessed with growing 1847Financia

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Leading From the Front Nash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean Strategy Nash Subotic, CEO and the driving force behind WestPac Wealth Partners, has spearheaded the creation of an admired financial services firm known for its remarkable growth. With a formidable presence in over 10 states, an impressive $17 billion life insurance face amount, $2.5 billion assets under management, and a robust team of 270 pr

Book a Call with Kelli Cracking the Code for Rapid Team Growth in Financial Services As a leader of a financial services Firm with sales team/s, you are constantly focusing on ways to grow without significantly increasing your bottom line. With demands for increased performance as you expand, it’s easy at times to become overwhelmed by the long list of “how” questions – how to best implement new ideas, how to improve processes, how to grow new business opportunities, how to scale sales teams…

Top Team Mistakes to Avoid – Take the Survey! How Symphony Financial Scaled Their Billion Dollar Sales Team Keith Spengel, CEO and Private Wealth Advisor of Symphony Financial’s Ensemble team within the Northwestern Mutual Private Client Group, takes professional superpowers seriously. During the past 33 years, all candidates wanting to join the team are screened first and foremost for attitude and “superpowers” – what they are skilled at and love to do. That’s just one of the disciplines be