TRANSITION TALK

Colleen Jordan Hallinan

Colleen Jordan Hallinan started Qii Consulting after 30 years in the financial services industry. As an advisor, she built a team designed to tap into each individual’s unique qualities and strengths. After retiring from the industry, Colleen took these team-building mindsets and methods and founded Qii where she shares her experience and techniques to help other advisory businesses tap into their own teams’ strengths and find their catalyst for growth.

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Your Catalyst for Growth and Progress: Focus on Your Team

Posted by Colleen Jordan Hallinan on Mar 13, 2018 8:40:53 AM

Successful, ambitious, and conscientious advisors ask questions like: How do I create next-level growth? What will it take to build a firm that delivers an extraordinary experience to my clients and their families? How am I going to achieve my own next-level life? 

The answer starts with another strategic question: What has to happen to give you the freedom to focus on precisely those aspirations?

Your catalyst for growth in all three areas lies in the talents of your team. Make your A players your #1 priority and you’ll have an alchemy that expands your available time and transforms exhaustion and obstacles into more space and energy.

A Players

But it doesn’t come without a cost. The cost is personal sacrifice of current habits, beliefs, ego, and behavior, plus an investment of more time now to blend together the ingredients for that alchemy. Your results will come from your ability to:

  • let go and stay focused on the big picture,
  • place yourself in service to your team, and
  • treat them like your best clients.
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Topics: Succession Planning, Business Growth, Next Generation, Sustainability, Building Your Team

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