For a PDF Version Click the link below Strategic Financial Planning Managing Director | 15+ yearsBoutique RIA - 5mm-30mm level clientele * New York, NY Wealth Planner | 5-10 yearsNational Wealth Management Firm- 10mm-100mm level clientele * Louisville, KY* Naples, FL Vice President/RM | 6+ … [Read more...]
10 traits Google Lists as Critical to being a Perfect Boss
If your goal is to be an excellent boss — and whose isn’t? — Google data can get you there. Here are the 10 traits Google lists as critical to being a perfect boss: 1. You’re a good coach, using challenges as teaching moments. 2. You empower your teams without micromanaging them. 3. You know how to create an inclusive team … [Read more...]
Soft Skills and the Future of Work
Workers are getting softer. Softer-skilled, that is. As automation becomes increasingly ingrained across lines of business, employees who excel at critical soft skills are balancing out the use of machines to achieve basic tasks and traditional manual labor. According to a McKinsey report, the three most in-demand buckets of soft skills … [Read more...]
Stop Chasing Happiness
There once was an old grumpy man no one liked. Gloomy, complaining, always in a bad mood. The people in the village mostly just stayed away from him. Then one day, a rumor started going around the village. “Did you hear? The old man is smiling today.” Overcome by curiosity, they all surrounded the old man. “What changed?” they asked. “It’s … [Read more...]
Does your team have an accountability problem?
Is “lack of accountability” really a thing? Melissa Raffoni, CEO of The Raffoni Group, cautions leaders to use this phrase sparingly. While saying “we need more accountability,” is often intended to light a fire under people, it can have other consequences — like making people feel threatened. Besides which, it’s rare that people are … [Read more...]
Steve Jobs theory about what makes a great leader
"My dog ate that report.” When a child makes excuses, it can be cute. When an adult does, it’s not. Likewise, as a company leader in any capacity, you’re probably used to not making excuses. The legend of Steve Jobs endures in a recent book by John Rossman, Think Like Amazon. According to the book, Jobs had a habit of telling employees a … [Read more...]
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