Time For A Move? What You Need To Know About Changing Broker/dealersWritten by Jon Henschen
Why do advisors change broker/dealers? The reasons are as varied as advisors themselves, but here’s short list:Advisors are unhappy with their current relationship. This is largely because of things like consolidation of insurance companies and banks where significant management changes have altered firms’ relationships with buyers. Insurance companies that had been buying up broker/dealers for past 20 years are starting to divorce themselves of these relationships. That kind of uncertainty is not too relaxing.
| | Employee Motivation Checklist - Ten Measures of SuccessWritten by Martin Haworth
In form of a simple easy to use checklist, you can score how well you are doing out of 10. Better still, ask them. It's like what they describe as a mini-360o, where your people get chance to give you feedback. Only here it is a lot easier and far far cheaper! But then it's how you handle results of feedback that counts most.Scoring gives you focus and a better way of moving forward than some nebulous measure like 'Good' or even 'Excellent'. And that measuring is what can and will prompt you to make effort to move up a notch or two. Your own 'motivation' will require you to have same conditions delivered well by your boss, so there is opportunity to give upwards feedback yourself too. That is such a powerful thing for you to do. Feedback in this way is a high level of intimacy in a business relationship - if you take it up. So, have fun and use this checklist to see if you are doing all you can to 'Motivate' people in your business. - I have easy, regular conversations with my people ___/10
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