The Illusion of Control

The Illusion of Control

“I just want a handful of good clients without all the stress and grief.” This was from the principal of a well-established firm with a fast-growing team. It is a common situation facing owners who appear to have built a successful advisory firm but who...
Searching for your best 2022 plan?

Searching for your best 2022 plan?

Read Dan and Chip Heath’s 2017 book – The Power of Moments? For advisory teams who believe their growth is attached to their client’s growth, it’s a good read. If you only read one chapter, start at¬†Chapter 6 – Stretch for Insight. It...
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