Retaining Your Talent is Key to Your Success
Most organizations still have to keep a tight handle on budgets while finding creative ways to stimulate innovation. In Deloitte’s recent survey, the talent paradox from an employee’s perspective is discussed. The employee talent paradox looks at whether employees are truly satisfied with their jobs or if they are just staying in their positions because […]
Engaging Employees Through Sustainability
So you want to start an employee engagement program? BBMG recently released a white paper that addresses sustainability as an organizational core value, which not only helps the planet but also increases employee engagement. Their rationale is that having this type of transcendent vision gives employees purpose and empowerment, if executed correctly. BBMG’s data links […]
Burnout: Myth or Reality?
I’ve blogged before about the possibility of work-life balance. Recently, Inc.com featured an article concerning Marissa Mayer, the much blogged about new Yahoo CEO who recently had a baby. Mayer claims that burnout, or physical and mental exhaustion from work, is not possible. She calls burnout a myth, saying that it comes from resentment, which […]
Three Tips to Effectively Manage Your Manager
Devora Zack, author of Managing For People Who Hate Managing, published an article in Fast Company recently for those that have to deal with incompetent managers at work. The premise is that you can’t actually change your manager (actually, you can’t really change anybody!) but you do have complete control over your own actions. What […]
Client & Successor Intergenerational Meeting: How To Retain Client Assets Across Generations
By now you’ve determined the generation of your client and successor, bonded with the successor and prepared for the inter-generational financial meeting that will help protect her assets for generations to come. The last step is to actually hold the meeting with the client and successor(s). You’ve prepared well and you’re ready to “talk shop” […]
Creating Success Through Chaos and Change
Fast Company has been running a series of articles on a term they coined Generation Flux. Most generations are based on the common events that shaped attitude and lifestyle during time periods. Generation Flux is a mindset, based on psychographics; flexibility and adaptability characterize this group, not age. Gen Flux are able to adapt their […]
Client and Successor Meeting Prep: How To Retain Client Assets Across Generations
Step # 3 We last discussed different ways to meet your client’s successor in a casual setting. Now that the successor has bonded with you, it’s time for a financial meeting with your client and successor. Begin with the end in mind as you prepare for this meeting: what is the key objective of this […]
How to Manage Frustrated Employees
Are you managing frustrated, unmanageable employees? Believe it or not, these employees may not be a bad thing for your organization. Why? Because they are likely the most vocal in your company and have the ability to signal where something is falling short within the organization. So don’t just dismiss them….listen to them. Erik Engberg […]
Meet The Successor: How To Retain Client Assets Across Generations
Step # 2 Last week I shared the importance of doing your generational homework, which includes getting to know the generation of both your client and your client’s successor, as well as asking your client to introduce you to the successor. Now it’s time to begin establishing a relationship with your client’s successor. Your goal […]
Organizational Alumni?
This week we dug into our archives to bring you perspective on a topic that is still relevant today. Sometimes, no matter how hard you try, you lose key players in your workforce. Read here to learn what to do when that happens to you. Previously, we wrote about how to retain your top […]
