Within minutes of finishing a webinar for financial advisors of a major firm, we received a call from one of their top executives. In the direct manner of an executive
, he informed us how he had quietly monitored the webinar, was very impressed, and wanted us to teach his leadership team the art of giving better virtual presentations
. In his words, “Our team needs a lot of work, both in their set-up and delivery.”
The focus of this article is delivery, which requires both an understanding of coherent communication and the ability to adapt it to our digital world.
Most people understand that we are all forms of energy. We hear and (basically) understand terms like positive energy, negative energy and energy transference. Not many people know the science behind these energy forces.
The 4 Basic Success Tenets of Elite Advisors With everything else going on remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic don t neglect these qualities of elite advisors.
During the Q&A session following a webinar I’d just finished presenting, I received a question from an advisor who inadvertently opened a window on a topic that had been rattling around in my mind:
“From all of your research and with our world turned upside down, what are the three most critical factors we should focus on to have a successful 2021?”
With so much emphasis on the logistical aspects of working through this seemingly never-ending pandemic remote offices, Zoom meetings, video conferencing, etc. and the learning curve required for both adapting and becoming proficient in all of these tools, I had this gnawing feeling that some of the fundamental ingredients of achievement, the basic success tenets, were being neglected.
Twenty-Eight Questions to Access Your Pandemic Pivot The professional disruption that COVID has dealt financial advisors has a silver lining for forward-thinkers willing to make the necessary adjustments.
COVID-19 has bankrupted a long list of companies, many of which were struggling pre-COVID-19; Neiman Marcus, Hertz (which owns Dollar and Thrifty), Brooks Brothers, and J. Crew are among them. Each of these firms has one thing in common, they didn’t pivot at the first sign of disruption.
What gives? The disrupters people encounter in life rarely lead to positive behavioral change. Are we so resistant to change that we will continue walking down a destructive path even though we know it’s not a good idea? The answer’s ‘yes’ for the poor souls who go through life too stubborn to change or collecting excuses and passing blame. It’s ‘no’ for the goal-focused who are aware of life’s realities, and therefore continually make the necessary adjustments as they wor