Accelus Insights:
The Leadership Narrative

The Financial Planning Association (FPA) recently released its third practice management research report through its Research & Practice Institute (RPI). The focus is “Client Communication” and the report touches on many of the topics one would expect, such as frequency and type of communication, segmentation of clients and service level...

Last week’s message Get Inspired with Music! emphasized two themes: The need for celebration The acknowledgement that things don’t always go as planned In my work with clients, I encourage them to find a way to celebrate successes. Hard work, diligence and persistence reward us with results. Acknowledge your role...

We have just passed the mid-point of the year. I hope each of you are celebrating some successes as you move forward personally and professionally. If things haven’t quite gone as you have planned, set aside some time to review and reflect (helpful in either situation!) and either chart a...

Completing the trifecta of recommended reading on productivity, also known as time management, is David Allen’s detailed book on just how to get things done. I recommend three books when it comes to prioritizing and taking action in your life. Stephen Covey’s “First Things First” which begins with the end...

I selected this book as my latest read as I was searching for a resource for understanding our personal values. A little research on Amazon led me to this book which was a more wonderful choice than I could have ever imagined. Not only does it help us identify what...

How long did it take me to learn to delegate to my horse? “The Early Days” Answer: Not long and I am still continuing to learn! There are degrees of delegation, within your business and when riding — and in both cases, trust is critical. In the beginning, I trusted...