Sublime

First, make sure your positioning is not interchangeable with more than 200 other advisors, but make sure you can find at least 10 other advisors who do the same thing as you. Not who do it the same way as you, but who do the same thing as you. As a secondary check on your positioning, make sure that there are at least 2,000 addressable prospective

many practice groups continue to maintain expertise-based approaches to running their affairs when their marketplace is probably closer to the efficiency stage.

focusing the collective efforts of the firm’s principals around carefully chosen areas of experience would…

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Standards of performance you are responsible for: Professional development; Sales and marketing; Relationships and networking; Recruiting and hiring.

These are my top five key positive characteristics: Intelligence PHD Coachability and Adaptability Integrity Curiosity

The result of selecting a fairly constant social environment during young adulthood is that we subsequently spend most of our time with a limited cast of familiar people. These people provide stability because they keep behaving

This was illustrated brilliantly to me by Professor Bill Meehan, who spent thirty years with McKinsey advising CEOs and senior leaders on strategy and now teaches a class called “The Strategic Management of Nonprofits” at the Stanford School of Business.

need for senior talent would remain high, the group could accommodate a broader array of talents since it would have the ability to empower an individual by supplementing his or her…

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focusing the collective efforts of the firm’s principals around carefully chosen areas of experience would…

Some highlights have been hidden or truncated due to export limits.