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Investment Advisor June 2006 Mark Tibergien	Formulas for Success: The Vision Thing Many financial advisors have a vision for their business, but that vision often gets blurred by the cataracts of competing priorities and short-term fixes.
Financial Planning March 1, 2007 John Nersesian	Making a Map Your business plan is the road map that ensures your advisory practice goes in the direction you want to achieve your goals. A properly drawn business plan will ensure that you are heading in the right direction.
PHONE+ September 9, 2009 Stephen Edwards	Grow Your Business to New Heights -- Even During a Recession Now is the perfect time for business owners to improve cash flow, increase productivity and enhance management skills.
Financial Planning August 1, 2011 John J. Bowen, Jr.	The Power of Your Presence In coaching advisors for 11 years and serving as a financial planner and investment firm CEO for 26 years before that, I've found that many of the most elite advisors have a secret weapon: the power of their presence.
National Defense December 2014 J. Phillip "Jack" London	Our Best Defense -- A Culture of Character One good example of ingrained culture is the Marine Corps. Its mottos of MVP -- mission, values, pride and semper fidelis communicate the Marines' culture of mutual trust, collective pride and self-discipline.
HBS Working Knowledge July 11, 2005 Stever Robbins	Give Your Organization Serious Traction When your vision sets direction and your strategy ties it to your current situation, they provide a compass for everyone in your organization to follow for years to come.
HBS Working Knowledge January 19, 2004 Stever Robbins	How Leaders Use Questions Do you have anything to share regarding the subject of asking the right questions? Someone once said "Forget the answers; focus on asking the right questions."
HBS Working Knowledge August 25, 2003 Stever Robbins	The Essence of Leadership Rather than just study leaders (thousands of books on leadership cover that ground), I've asked hundreds of people who they follow and why. They say leadership is emotional; it's about inspiration, motivation, and connection.
Fast Company November 2009 Nancy Lublin	How to Write a Mission Statement that Isn't Dumb Why most mission statements are dumb -- and how to write one that isn't.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
AFP eWire February 23, 2009	Lasting Impression: Moving Your Brand Beyond Logos and Letterhead An effective brand is inspiring and unique to your mission. If properly developed, it has value far beyond marketing, guiding mission-based services, communications outreach and development activities.
Foundation News & Commentary Nov/Dec 2005 Steve Gunderson	Leadership in 21st Century Philanthropy We risk being so consumed by present challenges that we can barely imagine, let alone create, a vision for our future. That's a risk we have to avoid or conquer, because vision is more urgently needed in philanthropy today than ever before.
The Motley Fool July 7, 2010 Anders Bylund	Where Will Yahoo! Go? A lack of direction isn't good for business. Can Yahoo get it right someday?
PHONE+ August 19, 2009 Joelle Jay	The 5 Ways Leaders Lose Their Edge By avoiding these common mistakes you are laying the foundation for exceptional leadership results.
Financial Advisor November 2004 Leo J. Pusateri	Delivering Your Value: Identifying Value To begin the process of becoming a "world-class" financial advisor, first learn how to get to the heart of what your clients need.
Job Journal April 12, 2009 Deborah Brown-Volkman	Career Pros: Time to Reinvent Your Career? Establish a new direction by envisioning your ideal career scenario.
Financial Planning August 1, 2013 John J. Bowen, Jr.	Make Big Changes: 4 Clear Steps Some advisors are great at strategic planning for others, but never plot out an ideal future for themselves.
AFP eWire February 4, 2014 Ingram & McMillin	How Do I Know if the Job Offer is a Good Match for Me? Here are some things to think about to make sure that your decision will be the right one for you and your potential new employer.
HBS Working Knowledge October 27, 2008 Sean Silverthorne	Achieving Excellence in Nonprofits Nonprofit boards and executives are confronted by a confusing landscape of conflicting demands, rapidly evolving rules, and changing opportunities for finding resources.
Financial Planning April 1, 2005 John J. Bowen	Driven by Vision Affluent investors want to work with financial advisers, and the ones who are delivering real value to their clients are starting to make good net incomes again. Do you have a mental picture of what your financial planning business will look like five years down the road?
Financial Planning October 1, 2006 John Nersesian	Fitting the Profile Successful advisors recognize that interviews are the best way to learn about clients' objectives, motivations and expectations, all of which are key to framing comprehensive, integrated wealth management solutions.
Financial Advisor January 2005 Steve Sanduski	Getting To The Heart Of The Matter Here's how to connect with your prospective financial advisory clients.
Financial Advisor March 2010 Bill Bachrach	The Right Fit Here are some time-tested rules for finding clients who will have the best possible experience with you.
On Wall Street September 1, 2013 Denise Federer	Planning for Success Are you trying to achieve something, or just trying not to fail?
Investment Advisor January 2009 Joni Youngwirth	Got Game? A simple, four-page plan can keep you in the advisor game regardless of the economic and financial weather.
Entrepreneur July 2007 Robert Kiyosaki	Lead the Way You may be passionate about your vision, but are your employees sold on it, too? Get them pumped about your company's mission.
Financial Advisor October 2005 Bruce W. Fraser	Documents That Make A Difference For financial planning practices, a business plan not only allows you to stand on the mountain top and see the big picture but gives you the opportunity to understand all the facets that intersect to create that panorama.
Financial Planning February 1, 2013 John J. Bowen, Jr.	5 Ways to Act Like an Entrepreneur Whether you run your own firm or your practice is part of a larger organization, an entrepreneurial strategy will help you create long-term success.
Investment Advisor January 2006 Dan Wheeler	Tools of the Trade: Five Building Blocks Financial advisors often ignore their own business practices and procedures for delivering a great client experience. As a result, they wind up disappointed with their level of success. To take care of business, follow these steps.
AFP eWire June 27, 2005	Taking the Mystery (and Misery) Out of Branding With almost a million nonprofit organizations in the United States alone, how do you make yours stand out?
HBS Working Knowledge July 18, 2011 Carmen Nobel	Looking in the Mirror: Questions Every Leader Must Ask Because CEOs don't have the benefit of feedback from their superiors, it's crucial that they solicit feedback about their leadership style from subordinates.
Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
CRM April 2, 2013 Kelly Liyakasa	Culture Plays a Key Role in Customer Relationships Enterprises that align internally are the ones primed for success.
Financial Planning April 1, 2008 Roger Tuttle	Create a Vision Your vision statement is the road map for your business journey. To create your vision statement, consider these questions.
Financial Planning October 2, 2007 Barry Glassman	'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives.
Entrepreneur February 2007 Brian Tracy	7 Secrets to Success Ever wish you had a cheat sheet for starting a great business? These 7 core principles are as close to it as you can get.
Fast Company December 2008	Cisco's CEO John Chambers On How to Weather the Downturn "If you watch what is occurring today, people are acting like the sky is falling," says Cisco CEO John Chambers. But he has learned through numerous economic downturns -- he cites 1993, 1997, 2001, and 2003 -- that it's entirely possible to come out stronger than you were before.
AskMen.com Joshua Fields Millburn	Don't Pursue Your Passion The author says pursuing your passion is bad advice. As if natural selection has spent thousands of years plotting and transmogrifying so that you can be a writer or a yoga teacher or an astronaut.
IndustryWeek December 16, 2005	Day-To-Day Details Are Crucial Tying decisions and actions to competencies will move manufacturers in the right direction.
Science News January 5, 2008	Science Safari: Focus on Our Planet The United Nations website to show communities how they can promote sustainable use of Earth's resources.
HBS Working Knowledge December 12, 2005 Stever Robbins	Minimize Secrecy, Maximize Knowledge How open should executives and all managers be when it comes to confidentiality?
Inc. October 2007 Hap Klopp	Ask Hap Klopp The founder of The North Face talks about preserving company culture.
Entrepreneur July 2009 Mikal E. Belicove	You Are What They Click Picking the right website designer is the first step to defining your business online.
Inc. September 1999 Yankelovich, Daniel	Having it All In an excerpt from his new book, "The Magic of Dialogue: Transforming Conflict into Cooperation," Yankelovich argues that America can embrace the visions of both a free market and a civil society.
Fast Company Tim Stevens	12 Signs Your Company Has An Enviable Workplace Culture There is nothing worse than working in an organization that has a bad culture.
IndustryWeek August 18, 2010 Doug Magill	Short-circuiting a World Wired for Job-Hopping Take these steps to keep your staff motivated and focused -- and less likely to look for opportunities elsewhere in manufacturing.
HBS Working Knowledge July 21, 2003 Stever Robbins	Young Leader, Veteran Team If you're six years younger than the youngest member of your team, you can't count on gray hair or decades of industry experience to contribute to building respect. You'll have to earn it from scratch.
HBS Working Knowledge February 27, 2006 Martha Lagace	Corporate Values and Employee Cynicism Positive values are a fixture on corporate mission statements these days. But when leaders fail to live up to the values they've articulated, it's a recipe for employee cynicism.
Foundation News & Commentary Nov/Dec 2005 Millesen & Hedge	Achieving Balance and Maintaining Accountability Findings from a recent study on the decision-making abilities of community foundation boards identify some challenges and offer some lessons learned.
Pharmaceutical Executive May 1, 2007 Sander Flaum	Leadership: Getting on Board For new leaders, the clock starts ticking before the job begins. Here's how to set yourself up for success.