Elliott Bay AdvisorsLeadership lessons from Coach BelichickBuilding a winning team involves far more than just gathering the most talented individuals. Read about in my new article in Advisor…Aug 22, 2017Aug 22, 2017
Elliott Bay AdvisorsMission, vision, values — do you know what they mean?Is your team in full alignment with your firm’s mission, vision and core values? Or is it causing more confusion than clarity because these…Aug 15, 2017Aug 15, 2017
Elliott Bay AdvisorsIn defense of MillennialsAre the Millennials entitled, lazy and clueless? Or are they just misunderstood? Read about it in my new article in Advisor Perspectives.Aug 9, 2017Aug 9, 2017
Elliott Bay AdvisorsLessons from the iPhone: ten years laterDo you evaluate new technology based on what you already know, or based on the world you don’t know exists? Is your imagination big enough…Jul 31, 2017Jul 31, 2017
Elliott Bay AdvisorsAn emotionally intelligent CEOHow would your current and former employees rate your firm if they could do it anonymously? And how would you react to negative reviews…Jul 24, 2017Jul 24, 2017
Elliott Bay AdvisorsThe irresistible seduction of processYou feel that you built a “real” business by implementing process. But are you unwittingly stifling your intellectually curious…Jul 17, 2017Jul 17, 2017
Elliott Bay AdvisorsPut people first to stand outWhat is your firm’s product? Financial planning? Investment performance? Anything else? Read about it in my new article in Advisor…Jul 10, 2017Jul 10, 2017
Elliott Bay AdvisorsDo your employees know your firm’s core values by heart?Do your employees know where your firm is headed? Do they know it by heart? Should they? Should you? Read about it in my new article in…Jul 5, 2017Jul 5, 2017
Elliott Bay AdvisorsThe price firms pay for not having a career pathDo you provide a clear career path for your employees? If not, you may be making it easy for your best people to leave. Read about it in my…Jun 26, 2017Jun 26, 2017
Elliott Bay AdvisorsRunning an advisory firm is like writing a novelIf your advisory firm were a novel, would it have a tight plotline? Or, would it be full of random characters and events? Read about it in…Jun 19, 2017Jun 19, 2017