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David Smith

Keep Your Best Staff workshop

If you are an experienced leader and are concerned with possible or actual staff turnover, then this workshop can help. The Five Behaviors that research has shown that affect the leader-member exchange quality the most are practiced so you can include them in your every day work to reduce Voluntary Termination Intention. This is a 70-90 minute work...
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  44 Hits
44 Hits
David Smith

The Five Star workshop

If you are an experienced leader and want to sharpen your leader-behavior skills, then this is a great workshop. The Five Behaviors that research has shown that affect the leader-member exchange quality the most are practiced so you can include them in your every day work. This is a one day workshop that provides participants tools to better work w...
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  44 Hits
44 Hits
David Smith

It Takes Two workshop

If you are not yet a team leader, there is a workshop designed for those interested in learning about leadership and allows participants to develop capabilities for working with their supervisor/manager/team-leader. "It takes two to Tango" and both leader and follower benefit from our research as applied in our workshop. This is a one day workshop ...
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  59 Hits
59 Hits
David Smith

For Leaders Only workshop

This program for leaders is a workshop series comprised of an initial day, and advanced day, and a maintenance day. The initial day establishes the baseline, goals, and growth plans for the participant. The advanced day comes a few months later to review progress, set new goals, and make new plans. The maintenance day is a session for coaching on s...
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  35 Hits
35 Hits
David Smith

Promoting Improvement as a Leadership Behavior

Promoting Improvement: A Key to Teamwork Excellence by David F. Smith, Ph.D., CFP® in the Journal of Financial Planning - July 2018 Providing great service to clients is critical for CFP® practitioner firms to succeed. Perhaps it goes without saying that having team members get better at what they do leads to excellence, but there is much more to "...
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  44 Hits
44 Hits
David Smith

SCOUTING YOUR WAY TO THE BEST COLLEGES: When “Eagling-out” leads to “Eagling-in”

Scouting Your Way to the Best Colleges: When "Eagling-out" leads to "Eagling-in" fellow Eagle David F. Smith, Phd is a guidebook to assist Eagle (and other) Scouts use their great Scouting experiences to better present themselves to the admissions committees of the best colleges. David applied to and was accepted by Harvard - he made extensive...
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  55 Hits
55 Hits
David Smith

Why and How to Uncover What Team Members Say About Their Leaders

Article in The Journal of Medical Practice Management.   Reprinted with Permission from The Journal of Medical Practice Management®, Volume 35, Number 6, pages 308-310, Copyright 2020, American Association for Physician Leadership®, 800-562-8088, www.physicianleaders.org Download PDF File Here To unsubscribe, reply to this email with "Uns...
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  172 Hits
172 Hits
David Smith

Introverted Charitable Board Members: How to Mine that Gold!

David Smith, our Director of Research, recently presented a Webinar to large group of professionals who support charities. David provided three actionable strategies to help their boards function better. These strategies are aimed at board members who are introverts. These board members can present leadership challenges but by using the science of ...
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  489 Hits
489 Hits
David Smith

Millennials and Leadership Book

​Now in the download store: Lessons learned about leadership and the millennial generation. Millennials as leaders, leading millennials, and millennials leading boomers.  All backed by the science of leadership behaviors and their effect on great teamwork.  Here is the table of contents and introduction.   Download PDF File Here To u...
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  830 Hits
830 Hits
David Smith

Leadership Skills to Address the Four Categories of Demotivation

Reprinted with Permission from The Journal of Medical Practice Management®, Volume 35, Number 3, pages 168-170, Copyright 2019, American Association for Physician Leadership®, 800-562-8088, www.physicianleadership.org Download PDF File Here To unsubscribe, reply to this email with "Unsubscribe" in the subject or at the top of the body.
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  859 Hits
859 Hits
David Smith

Are You Leading Your Clients?

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 "Emergency, get out of the house! It's on fire" to "Hey! Your house is in a wildfire-prone area, so we should...
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  1133 Hits
1133 Hits
David Smith

Five Ways to Use Inclusion Behavior to Avoid Practice Management Headaches

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 team success. Successful outcomes are associated with specific leadership behaviors. Leaders can exhibit...
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  1265 Hits
1265 Hits
David Smith

Dissertation: Implementing leader relations-oriented behaviors to lower turnover by improving leader-member exchange quality

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 reduce turnover and its antecedents. One way to do this is to affect leader-member exchange quality (LM...
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  1219 Hits
1219 Hits
David Smith

Mining the Gold That Is Your Introvert Employee

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 be on committees, prefer to not go to conferences, prefer to work alone, prefer to think&...
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  1387 Hits
1387 Hits
David Smith

Reverse Mentoring Overview

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. This sounds like mentoring, but in this pairing, the junior member is in charge.I will be pre...
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  1197 Hits
1197 Hits
David Smith

Changing Leadership Behaviors is Habit Forming

Changing behavior as a leader requires targeted effort. The important leadership behaviors need to be habits, so change is creating new habits. The first step is to observe how the leadership behaviors of inclusion, respecting, rewarding, improvement, and modeling are used at the start of the change process. The second step is to create goals ...
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  837 Hits
837 Hits
David Smith

Millennial Madness

Millennial Madness By David F. Smith, Ph.D. Summary:Millennial employees have general characteristics that leaders must stay aware of and manage to in order to have a productive, efficient, and effective workplace. This article discusses those characteristics in terms of leadership style, leadership habits, and teamwork. A PDF of the full arti...
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  612 Hits
612 Hits
David Smith

Five key leader behaviors that keep your best staff on your team

Five key leader behaviors that keep your best staff on your team by David F. Smith, Ph.D., CFP® Every person in a medical practice, including the physician-owner, medical director, office manager, lab technicians—everyone—has some thought of quitting their work. The thoughts may be pervasive or momentary, and action may be imminent or a "Me? – Neve...
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  604 Hits
604 Hits
David Smith

Understand the Behaviors of Leaders and Team Members to Improve Your Organization

Understand the Behaviors of Leaders and Team Members to Improve Your Organization by David F. Smith, Ph.D., CFP®  RESEARCH ON EFFECTIVE leadership shows that applying five specific leadership behaviors when working with each team member will improve your organization  Research also shows that team members can behave in three ways at ...
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  518 Hits
518 Hits
David Smith

The Inclusion Behavior

Think "Inclusion" to Build Teamwork by David F. Smith, Ph.D., CFP® GETTING THE RIGHT work done the right way is crucial to every financial planning practice—and it requires teamwork. A practice leader, office manager, or lead planner who builds a high-quality social exchange relationship with each team member individually will benefit from hav...
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  613 Hits
613 Hits
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