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Breakthrough Growth

Minding the Gap

Highlights
5. Cultivating Clear Communication
5. Cultivating Clear Communication
Oct 08, 2015
You can improve your leadership and coaching skills, but those advances may be nullified if your communication skills are poor. Our rese...
coach
4. Coaching The Future
Oct 08, 2015
Improved coaching from advisors also can go a long way toward improving the skill sets of younger team members...
math-teacher
3. Closing The Skills Gap
Oct 07, 2015
Young advisers are still learning the ins and outs of the advisory business, as well as crucial skills such as ...
2. Becoming A Better Leader
2. Becoming A Better Leader
Oct 07, 2015
The disconnect between perception and performance goes both ways. There is a fairly wide gulf between the team leaders’ perceptions of their performance on key leadership functions versus the assessment they receive from the next gen advisors. Ou...
1. A Question Of Engagement
1. A Question Of Engagement
Oct 07, 2015
Are next gen advisors engaged employees? It depends who you ask. While 64% of next gen advisors report that they’re highly engaged, only 32% of team leaders report the same, according to a survey by WealthManagement.com and Breakthrough for Growt...
2. Discuss how wealth should be used to achieve the shared family vision.
Bridging the Gap
Oct 07, 2015
Each generation operates a little differently than the one before it—from how they communicate to what they value. For most millennials, texting is the preferred mode of communication, while Baby Boomers are more apt to call someone on the phone...