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 ...

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...

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...

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. Jul-2018-Improvement-JFP1 80 kb Download Files Download PDF Fi...