back office

Knowing your team's leadership style and understanding their behavior will give you insight and therefore solutions on how to develop each team member to be the most effective and motivated.

Knowing your team’s leadership style and understanding their behavior will give you insight and therefore solutions on how to develop each team member to be the most effective and motivated. Ed Robinson, from Robinson Performance Group, shares ways to better assess your team for the success of your business.

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From category ELITE
back office

Mentoring is a rewarding experience for both you and your mentee. It is your job to inspire them to do their best everyday not only by motivating them, but also by setting an example.

Mentoring is a rewarding experience for both you and your mentee. It is your job to inspire them to do their best everyday not only by motivating them, but also by setting an example. Read on a few things to keep in mind when becoming a mentor.

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From categories ELITE, Services
back office

Advisors could use our sales process playbook to refresh on how to keep up with client acquisition and retention solutions.

Advisors could use sales process playbooks of their own to refresh on how to keep up with client acquisition and retention solutions. We’ve put together some basic plays below to help you get started creating your own playbook.

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From categories Business Development, ELITE
news

Out of more than 150 firms submitted nominations, NEXT was the only firm to take three nominations. The awards ceremony will be held in New York City on September 24, 2015.

On September 24, 2015, Rep. Magazine will host the Wealth Management Industry Awards in New York City, and NEXT Financial Group, Inc. (“NEXT”) is a triple-nominated finalist for the categories transition support, practice management and service.

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From categories ELITE, Practice Management, Services
back office

Financial advisors can redefine their practices for long-term success based on the qualities and quirks of millennials.

Millennials are using their social mindset and a focus on technology to reinvigorate the workplace. This group of trendy twenty-somethings may not have had as much experience as those generations that they are preceding. Learn how financial advisors can redefine their practices for long-term success based on the qualities and quirks of this young, yet rapidly evolving.

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From categories Business Development, ELITE
tips

By acting as a mentor, you can help provide your mentee with the information, experience and confidence needed to succeed.

The products of these unsung heroes’ guidance truly embodies the fact that mentorship can be a powerful tool. By acting as a mentor, you can help provide your mentee with the information, experience and confidence needed to succeed. Here are four tips on how you can become an effective mentor.

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From categories Business Development, ELITE
back office

Matt

The 80/20 principle, also known as the Pareto Principle, is an incredibly powerful productivity tool for any business. It has gathered some attention recently, so you may have heard about it, but it is still surrounded by mystique. So let us peel back the layers and explore exactly how the principle works and how to put it into practice.

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From category ELITE
tips

Is time running out on your New Year's resolution?

You might ask yourself, “What makes for a realistic goal for financial advisors?” In this article you will find a few achievable resolutions to assist in proactively preparing your firm for the future with the time left in 2015.

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From categories Business Development, ELITE

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