Accelus Insights:
The Leadership Narrative

Just in time for the upcoming webinar, “Top-Down and Bottom-Up: How to Get Your Life and Business Under Control” the Financial Planning Association (FPA) Research and Practice Institute released its study on time management, “Doing More with Less.” You can find the full report and press release here. The study...

As you come into your work life every day, are you doing the highest value activities? Without a vision it is hard to know, yet so many of us come into our businesses without that clear vision. Quite frankly time is at a premium — so how do you get...

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...