Four Keys to Managing Change

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Though this is written primarily for financial advisors, the principles apply to any business in any industry and provides readers with a simple four-part model to consider when undertaking a change initiative of any size. Using this model as a guide throughout the change process will greatly improve the chances of having a successful, satisfying outcome, whether you are “transforming” or “tweaking” your organization.  

Living, as they do, in the world of numbers financial advisers should be cautious when attempting to ...

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Keep Paddling – The Change Will be Worth It

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Change is hard, not impossible

We spent a week on the island of St. John in the Virgin Islands. My wife and I were celebrating our 35th anniversary. Those who have met me know that I look far too young to have been married that long. That’s what happens when you marry at the age of 10.

Sitting on a hill overlooking Cruz Bay and the island of St. Thomas, our rented house was ...

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