by Founders Financial — Compliance. By simply reading that word, there’s a chance that some of you felt a chill. In our industry, there’s a perception that exists in which compliance officers are seen exclusively as rule enforcers or bureaucrats. But in an industry where information changes quickly and regulatory clarity is anything but, compliance […]
by Founders Financial — As the CEO of a financial advisory practice, achieving balance and harmony while fostering personal and professional growth is a constant pursuit. In the spirit of understanding that time is precious, let’s address the root of what drives organizational balance and harmony and explore how the principles of servant leadership can […]
by Founders Financial — Time is both a relentless force and a precious resource. With countless tasks and responsibilities vying for attention, it’s easy to become overwhelmed and lose sight of what truly matters. That’s why it’s crucial to be ruthless with your time – to prioritize, focus, and make the most of every moment. […]
Balancing Administrative Responsibilities and Relationship Building in Your Enterprise by Founders Financial — You love helping people! It’s likely (and hopefully) one of the main reasons you love what you do and the advisory business you’ve created. However, along the way, the reality of running a successful practice – and all that entails – became […]
