Accelus Insights:
The Leadership Narrative

Insights and Ideas to empower Leaders to Thrive

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Financial Advisor Succession Planning

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...

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Financial Advisors Life Design

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...

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Hire Your Own Financial Advisor

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...

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A Book Review: “The One Thing”

“The One Thing” starts with one of my favorite movie scenes. It is from the movie City Slickers, featuring Billy Crystal and Jack Palance, and it is the scene about the meaning of life. If you have never seen the movie, it is great for the whole family. Given that...

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The Power of Focus

Ring. Buzz.   “Do you have 5 minutes?” The common sounds of our days – interruptions, distractions, emergencies and urgencies. It is a wonder we get anything accomplished at all! Yet we make it through the day, collapsing into bed just as we finished off the one thing we had...

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Set Yourself Up for Success

Goal-setting has been the theme in recent weeks in this newsletter, as well as the Expert Series Call. Now that you have set your goals, how do you set yourself up for success in reaching those goals? One of the steps we discussed was creating an action plan. This is...

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