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Latest Blogs Posts

01 June 2019
Consumer Articles
During a recent leadership discussion with several financial planners, I was reminded that the internal leadership qualities used within their firm also applied to planner-client dynamics. Leadership in action can take a range of forms from "E...
11 March 2019
Consumer Articles
​David F. Smith, PhD*Inclusion behavior is a leader behavior that can improve team effectiveness and process efficiency. Leadership research has determined that the one-on-one relationship between a team leader and each team member is critical to tea...
15 February 2019
Consumer Articles
Dissertation Abstract:  Voluntary employee turnover (VET) and its antecedents are costly to sales organizations. These costs are direct hard-dollar outlays and indirect organizational costs. Effective management should find ways to red...
15 February 2019
Consumer Articles
IT IS ESTIMATED that fully 50 percent of the working population in the U.S. is somewhat to highly introverted. This means that it is possible that half of the valuable employees at a financial planning firm prefer to not...
15 February 2019
Consumer Articles
AT AN INDUSTRY conference recently, I was reminded how powerful reverse mentoring is for leadership development. Reverse mentoring is a management tactic that pairs senior members and junior members of the firm. Thi...