Abstract for Consider Apologizing to Employees (2021) (View and download the article below).Medical practices sometimes make mistakes regarding their employees that cause some or all employees to react with negative attitudes and behaviors. This is a psychological contract breach and is associated with many negative outcomes. A significant way to r...

by David F. Smith, Ph.D., CFP® 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 "improvement" than job excellence. File Name: Jul-2018-Improvement-JFP1 File Size: 80 kb Download...

by David F. Smith, Ph.D., CFP® Are They Thinking of Quitting? Yes. Leadership studies find that each employed person has a degree of what is called voluntary termination intention (VTI) and CFP® firms are not immune to this employee characteristic. VTI came up during table-talk at an FPA® Chapter meeting: "Millennials just up and leave," compl...

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...

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 ...

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...

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 ...

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...

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&...

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...

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...

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 File Name: Nov_Dec_2019_168-17_20210516-165143_1 File Size: 71 kb Download File Download PDF File Here To unsubscribe, reply to this...

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 File Name: May_Jun_2020_308-31_20210516-164958_1 File Size: 77 kb Do...

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 "...

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...

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 ...

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...

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...

Supporting team members' improvement is an excellent quality of managers and leaders. For managers, improvement leads to better results. For leaders, assisting team members to improve develops a trusting relationship important to employee motivation and morale. However, team members have to want to improve. Psychological theories of interest are th...

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