What happens when you unexpectedly lose a key staff member?
Preparing for potentially disruptive business events is key for any entrepreneur. But while plenty of business owners have emergency plans in place for when marketing tactics go awry or an
Lessons in Leadership – Applying Foley’s Law
A great friend and long time client, Pat Foley is a very effective leader and manger. He has developed a Theory of Management that has become known as Foley’s Law.
The Entrepreneur as Leader and Manager
Entrepreneurs are doers. One of the strengths of successful entrepreneurs is that they get things done. However, relying solely on our own capabilities is limiting. We only have so much
Avoid Irrelevance: Reinvent Your Financial Practice
Business school’s books and the internet are filled with examples of industries or companies that failed to heed the winds of change and now, they no longer exist. When my
Adapting to Disruptions
Today, we are hearing a lot about the rise of the “robo-advisor”— a self-service platform that give users a suite of investment tools for accessing and analyzing their financial information
Mindfulness Meditation and Presence
What is Mindfulness Meditation? Dan Siegal, a prominent psychiatrist and advocate of Mindfulness would say that mindfulness is being present without being swept up by judgements. Researchers have found that being present affects our
Mind Over Matter
As a performance coach in New York City to many competitive wealth managers and advisors around the world, I have become profoundly aware of the need for the skill known
To Whom are you Accountable?
Large, publicly traded corporations have regulators, as well as their shareholders, to hold them accountable to their performance and compliance. What about smaller firms? Who is ensuring that they engage
Making Family Philanthropy Work
In my work with high net worth families, philanthropy can be one of the great positive experiences they share together. When done well, these families lever their philanthropic engagement to
Build Your Personal Brand on LinkedIn Part 3: Engage with Your Connections
Engaging with your connections will help build your personal brand on LinkedIn and enhance your network. If you build a large and smart LinkedIn network and never engage, it is
Visual Thinking for Business
Visual thinking is way to organize and work with your ideas creatively, leverage both your left and right brain, and communicate more effectively. Why is it so powerful? Because it appeals to all
Three Types of Conversations
Most entrepreneurs understand the importance and value of obtaining introductions. However, many of them do not have a process or methodology that generates a consistent stream of quality prospects. In client
Growing Your Business through Service Excellence
What defines an exceptional entrepreneur? It is the business builder who realizes that she is not only selling a product or service to clients, but is also working to deliver an
The Basics of Email Testing
Email marketing can be a successful business builder, especially when it's done right. Even though email blasts seemed as though they fell out of favor in recent years, a new report shows
Articulate Your Business Plan to Achieve Success
In our society, the most valued work is that which relates to strategy. CEOs of the largest corporations earn more than professional athletes and entertainers. For entrepreneurs and executives, setting
Build Your Personal Brand on LinkedIn Part 2: Build a Smart Network
Once you've built a completely optimized profile, it's time to build a smart network. But how can you build a smart LinkedIn network? It doesn’t just occur naturally. Although LinkedIn attempts
Build Your Personal Brand on LinkedIn Part 1: Brand your profile
Your brand is you. Your personal brand is everything you do to promote yourself and build your reputation. There are literally thousands of personal branding activities you can engage in every day that
Recruit the Right People
“In learning you will teach and in teaching you will learn” Phil Collins, Genesis A number of years ago Sun Life Financial entrusted me with the responsibility of growing the vast
Communication is the Key to Achieving Results
I recently came across John Hamm’s article on The Five Messages Leaders Must Manage. It highlights the value of clear communication in driving results in your business. As a leader
Leadership vs. Management
Is a good manager automatically a good leader or vice versa? Definitely not. Yet so many people continue to question the difference between leadership and management. And, many people view
Unlocking the Value of Social Technologies
There is significant opportunity for business to leverage social technologies. Social technologies, in their relatively brief period of time, have found favor with consumers faster than any previous technology. It
Start to Experiment with LinkedIn
We are spending a growing amount of time online each day, with total hours spent online via PCs, laptops, and mobile devices growing from 5.55 in 2012 to 6.15 in
Mindfulness: The X-Factor of Elite Advisors
Life is often unpredictable and everyone has an occasional bad day. Bad days and negative emotional reactions happen to the best of us, from financial advisors to hedge fund traders.
Mindfulness Meditation and Brain Function
We have all heard that Mindfulness Meditation is good for us. How can sitting down and focusing on our breath change our brain for the better? The left hemisphere of our