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When Your Accountability Exceeds Your Authority, Increase Your Influence

April 4, 2012 by JP Nicols

When I graduated from college and entered the workforce, I received some good advice from an older executive: “Make sure you don’t end up in a job where you have accountability without authority“, he told me. I nodded sagely as I drunk it in. I even repeated the advice from time to time to other friends as […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: Accountability, Authority, Financial adviser, influence, leadership, Seven Habits of Highly Effective People, Stephen Covey, Steven Covey

How Sticky Are Your Relationships?

February 14, 2012 by JP Nicols

It’s Valentine’s Day– have you told your clients lately how much you love them? Yes, it’s already February the 14th, and you know what that means. Gentlemen, it’s the day to leave the office early to pick up some cellophane-wrapped flowers from the grocery store and grumble about the picked-over selection of torn cards and […]

Filed Under: Practice Management, Wealth Management Advice Tagged With: Business, financial advice, Financial adviser, Financial services, Investment Advisor, Management, Seattle, trusted advisor

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