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Practice Management

Building Your Dream Team: A Pick-and-Choose Roster

Building Your Dream Team: A Pick-and-Choose Roster

I work with a lot of financial advisors and business owners. One thing I’m repeatedly surprised by is the fact that so many people feel this overwhelming need to go it alone. Honestly, that’s just about the worst thing you can do for yourself and for your business. Nobody should have to shoulder the burden of running their business all by themselves. It doesn’t matter how much you like to be in control of the small details of your business. Refusing to outsource or seek guidance from other professionals is silly and could hurt you in the long run. Read more...

5 Benefits of Having a CRM: Guest Post by Stephanie Hallam

5 Benefits of Having a CRM: Guest Post by Stephanie Hallam

We are so excited to introduce Stephanie Hallam to the Kimberlite family that gave her the wheel for the blog today. Stephanie is working with my clients who are in need of technology support and is very familiar with the tech tools you can use to organize and store client information, track your client interactions, and streamline your processes. In this guest post, she shared with us how Customer Relationship Management (CRM) can help achieve the ultimate goal of stronger customer relationships. Read more...

Video: Hire Slow Fire Fast

Video: Hire Slow Fire Fast

There is validity to the old adage Hire Slow, Fire Fast, but today we talk not about hire slow, but hire EARLY and Fire, well, at a reasonable pace… listen up for what I mean. Watch the video...

Video: Sand in My Shoe

Video: Sand in My Shoe

You know I push you to make space for planning and dreaming. As a coach it is my job to make you look further down the road. But what about those times when you just need to take time to address the urgent stuff. How can we find balance? Watch the video...

The Why and How of Amazing Staff Retreats

The Why and How of Amazing Staff Retreats

Ah, the elusive concept of the perfect staff retreat. There are so many questions surrounding the idea of planning a staff retreat, and when they go unanswered businesses tend to shy away from hosting them. Will they be a good use of time? Will the retreat have long term positive impact? Does your team really need to attend an off-site retreat? Let’s dive in so you can fully understand the why and how of staff retreats (and start implementing them to improve your business!). Read more...

Video: Getting Stuff Done

Video: Getting Stuff Done

What are you doing to focus on your business not just trudge along in the trenches? I am here to tell you why it is not just OK, but essential that you take time tow just get your stuff done! Watch the video...