Accelus Insights:
The Leadership Narrative

In addition to helping my clients recognize and seize their potential, I also work to do the same with my horse Usache as we train in the art of dressage. Since training horses is not my profession, I seek expert guidance from my trainer, Marie Morgan of Solstice Farms. In...

Eighth Article in the Series: Efficiency and Productivity “Can I give you some feedback?” This question strikes fear in the heart of most of us, yet it can provide us with invaluable insight if we are open to it. Last week’s topic dealt with Building a Client Experience by asking...

Feedback is tough, especially when it’s the truth. Yet sometimes it is just what we need to take that next step. We must ask and be willing to listen to consider the input, the other person’s perspective and what it means to the service we are providing. Soliciting feedback is...

Seventh Article in the Series: Efficiency and Productivity Last week’s message focused on Serving It Up, that is, developing a process for ensuring your Ideal Client has a rich, personalized, meaningful experience with your firm. As every firm has a unique client base and service offering, the message laid out...

Last week I attended the FPA Houston Symposium and was delighted to listen to Michael Kitces, CFP® (he has many more initials I’ve omitted for brevity) speak on the future of the financial advice industry. Yes, technology will impact how we as an advisor serve our clients, removing barriers such as geography....

Sixth Article in the Series: Efficiency and Productivity In conjunction with culling your client list, you will also be developing and refining your plan for serving your Ideal Clients. This is a big step in the efficiency and productivity you seek to achieve. A service plan for your Ideal Clients...