Research / WMIQ

Rainmakers, those who bring in 10 or more million-dollar clients each year, are masters at networking. Rainmakers learn to take networking to a higher level. They are admired for their ability to establish rapport, gain credibility, and earn trust

What made the team experience significantly rewarding for our survey respondents were six factors that produced high performance, not the factors related to team dynamics. It's a simple formula: improved team performance flows out of a hunger for...

If I focus only on improving overall team performance, can I really expect every individual's performance to improve as well?

In it's basic form, improvement is the process by which we close performance gaps in order to achieve desired results. The "what" to be improved is performance. Improvement is a performance issue, not a results issue.

Control is just one aspect of the performance equation; results centering around increasing assets revenue is another.

there are very specific things you can do, and my purpose in this issue of Practice Management is to share three strategies our clients have related to us.

Special meetings should add value to what team members are doing.

whether you are leading a wealth-management team or are a sole practitioner should not be the determining factor in deciding if you should target the affluent.

Facilitates navigation among files, file management and the scanning and organization of documents

the classic branch office manager — part alpha dog, part teacher, part corporate middle manager — has all but disappeared in recent years.