Accelus Insights:
The Leadership Narrative

What is the first thing you did today for your business? Did you have coffee with a prospective client or draft the quarterly market letter? Was it interviewing a potential new employee or reviewing a client’s financial plan? How is the rest of your day shaping up? Will you be...

We are going to broach a tough topic today, that of Vision. It was the first of the steps indicated for Succession Planning in a recent message. It is also the logical place to start when forming or creating your business. “Begin with the end in mind” is the second...

This book made my Top 10 list for 2013. If you haven’t yet read it, I highly recommend you get a copy, particularly if you want to accomplish something. Most people I know want to accomplish something — often many “somethings.” If we afford ourselves the opportunity to get out...

Continuing the message from recent weeks, what plans and conversations have you had around succession planning? Over half of the advisors that I have worked with are focused on this conversation. The remainder is still in the growth stages of their businesses, also a necessary component for those pursuing succession. With...

Last week’s message referenced fatigue and lack of time as a reason so many professionals fail to do for themselves what they do for others. We could stop there, and as many of you likely realize, we would simply be attempting to treat a symptom with the suggestions provided. Not...

Most professionals will agree that their lives often lack the benefit of the very service they provide to others: the attorney without a will; the doctor who hasn’t had a physical in years; the accountant who files his own return at the very last minute (extensions included!). Even the farrier...