Accelus Insights:
The Leadership Narrative

Clutter. We all have it. For some of us, we derive a feeling of importance from it. Others of us can’t imagine parting with any of it. Others of us are oblivious to the amount of clutter we have. Clutter is physical. Open that hall closet. Yes, it is the...

Third Article in the Series: Efficiency and Productivity Last week’s message introduced the concept of culling your client list and described three types of non-ideal clients. The Pseudo Ideal Client fits your Ideal Client profile on all parameters, except one. If your challenge is the second-guesser client, schedule a meeting...

You know what you want, yet it remains just out of reach. If only you could just stretch a bit farther, and there, almost…no. It remains just out of reach. Sometimes what hinders us is not our ability to stretch but our inability to release ourselves from the grasp of...

Second Article in the Series: Efficiency and Productivity One of the most challenging conversations I have with financial advisors is that involving the client list. While the advisor/rainmaker would like to add to the client list, there are obligations to serve the clients the advisor already works with. This adds...

“Labor Day is over. Time to start thinking about the holidays.” Yes, this a paraphrase of a marketing piece I recently received. On one hand, the company promoting this is correct. If you hope to accomplish something in your business by year-end, your plans better be in place fast. On...

First Article in the Series: Efficiency and Productivity Once you commit to serving an Ideal Client type or two, you can now turn your energies to increasing the efficiency and productivity of your work. In the many conversations that I have with financial advisors, efficiency and productivity is where they...