One great way to provide value to your team is to help them grow. Whether it’s growing their career or growing their book of business, sharing resources that have helped you may help them, too. Books can be very inspiring—I’ve confirmed this many times in my life. For example, on two separate occasions, I’ve tasked assistants with organizing my business library. Just from reading the titles (and perhaps some skimming), these assistants were motivated to ask me how they could start their own businesses! Most firms don't think about creating an office library, but books are still a very budget-conscious and effective way to share knowledge. Reading is a top strategy for many industry leaders. That’s

On December 8, 2018, Elevating Your Business began its 20th year in business as a life and business coaching firm specializing in working with independent financial advisors and planners.  As I often do, I was thinking about how to use this important milestone as a teaching tool for my clients and to help them discover something new to help their businesses.  Now that my anniversary year has begun and it’s the first quarter of a new year, what better time to write an article? Before I even thought about starting my business, I had left my 25-year career on Wall Street in search of “something more,” which I thought was nonprofits—at first—and had decided to return