by Dynamic Directions | Aug 27, 2020 | Team
By Jon RandallChief Coaching Officer Assessments can be extremely helpful tools for your practice, specifically to boost team effectiveness and your leadership skills with your team. One assessment in particular that’s become very popular, which I definitely...
by Dynamic Directions | Oct 2, 2019 | Team
By Michael BrinkCoach and Consultant Many people become financial advisors to gain independence from corporate America. They like the idea of running their own company and assuming responsibility for all aspects of their practice. When they make this move, they...
by Dynamic Directions | Mar 6, 2019 | Leadership, Team
This is the final post in a three-part series on hiring the right financial advisors for your practice. Read parts one and two on how to hire the right financial advisor. EXTENDING AN OFFER When you are ready to make an offer, develop a package that is a win-win...
by Dynamic Directions | Feb 18, 2019 | Leadership, Team
This is part two of a three-part series on hiring the right financial advisors for your practice. Stay tuned for the next installment later this month.Read part one on how to hire the right financial advisor.FINDING PROSPECTSOnce you have determined you need to hire...
by Dynamic Directions | Feb 5, 2019 | Leadership, Team
The Financial Planning Association says that by the year 2028, our country will face a 200,000-person shortage of financial advisors. Demand will far outstrip supply both in terms of clients and practices which need to hire advisors to grow their business. There are...
