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1 week ago | 
advisorperspectives.com | Beverly D. Flaxington
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.
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2 weeks ago | 
advisorperspectives.com | Beverly D. Flaxington
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Bev,We have a really strong team of 19 people.
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3 weeks ago | 
advisorperspectives.com | Beverly D. Flaxington
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.
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1 month ago | 
advisorperspectives.com | Beverly D. Flaxington |Mark Singer
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.
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1 month ago | 
advisorperspectives.com | Beverly D. Flaxington
Here are a few insights about how to best leverage a coaching experience:1. Be vulnerable. Candidly, I had some moments of embarrassment, realizing, after all of the years I have been doing something I love, I still hadn’t mastered a very core, basic thing and it was holding me back. It’s hard for seasoned professionals who are good at their craft and are making a lot of money to admit they might have to revisit some of the basics or revise the basic approach they have been using.
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1 month ago | 
advisorperspectives.com | Beverly D. Flaxington
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Bev,I know you have talked about managing time and organizing one’s self before, and I try to implement new behaviors.
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1 month ago | 
advisorperspectives.com | Beverly D. Flaxington
Dear I.E.,This is an interesting one. Yes, I completely agree: You are doing many things that other partners/leaders are not doing to let your team know you care about them and support them. I teach a grad class on leadership, and one of the lists I like to share is all about how to recognize employees and help them to feel valued.
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1 month ago | 
advisorperspectives.com | Beverly D. Flaxington
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Bev,This might be a new question for you as I’ve not seen you write about it before.
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2 months ago | 
advisorperspectives.com | Beverly D. Flaxington
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Bev,I cannot take the lack of proactivity, accountability and follow-through in our firm for one more minute.
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2 months ago | 
advisorperspectives.com | Beverly D. Flaxington
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Bev,I am in a client servicing role for a fairly large advisory team. We have nine advisors and 12 support staff.
