News and resources for Canada's top financial advisors
Planning and Advice
Engaging the client in provocative conversation, in which the coach listens carefully to what is said and asks obvious next questions, clarifies real meaning, and questions when something doesn’t sound right; Revealing the client to himself — help them to see themselves better; Helping the client to identify sources of motivation; and Helping clients to […]
By Harvey Schachter |April 7, 2004
2 min read
(November 24, 2003) Let’s look at some simple tools and practices that can help you manage your team better. We’ll start with alignment and culture: How can you encourage your employees to share a positive culture and act in a unified way? 1. Dave Ulrich and Norm Smallwood, in Why The Bottom Line Isn’t! (Wiley), […]
By Harvey Schachter |November 24, 2003
3 min read
Successful advisors are invariably self-motivated. But when we look to motivate our staff, we tend to forget that motivation comes from within. Our instinct is to apply what Frederick Herzberg called KITA: a kick-in-the-a– approach. Over 30 years ago, in a classic Harvard Business Review article, he also told us KITA doesn’t really work. “If […]
By Harvey Schachter |August 8, 2003
(June 2003) The position of player-coach is an exalted one in sports. Bill Russell, Pete Rose, Lou Boudreau and Doug Harvey are some of the big names from the past who at one point simultaneously played for and coached their teams. Lenny Wilkins, familiar to us from his years behind the Toronto Raptors bench, started […]
By Harvey Schachter |June 20, 2003
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Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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