A Newsletter for the Friends and Clients of Turning Point, Inc. June 2007, Vol.2


About Us

Employers

Candidates

Registered
Reps

Resource
Links

Contact Us

LEADERSHIP NEWS YOU CAN USE
Today we continue our series on Leadership by advisor coach, Patti Branco, a securities industry consultant, and founder of Patti Branco Management Solutions.  All chapters will be made available on our company website.

"Strategic Leadership Starts in the Heart" (part nine)
By Patti Branco

Maintaining Life Balance
Without balance, there is stress. Life can be divided into three areas that need your attention and tender care: family, faith and work.
Family
Family includes those most dear to you. It can be a spouse (with or without a houseful of children), your church, your community or anything in between. It may be that puppy that awaits your return every day.
Faith
Faith is your belief system; it is the glue that binds you to your passion. Everyone believes in something, because without faith, we would travel aimlessly through life. Even the famous atheist Madelyn Murray O’Hare was impassioned about her non-belief and thus had faith in her convictions.
 
My belief system lies in God and a higher calling. I am of the mind that giving begets, and it has always lifted me to exactly where I needed to be. I believe that faith, propelled by a powerful attitude and unfailing mindset, can accomplish anything.
What drives you? What gets you up and out in the morning? It might be something spiritual. It may be something worldly or love for your family and children. It might be a combination of all of these. Be in touch with yourself enough to know who you are and what you stand for.
 
Be careful, however, never to judge others in light of your own inner passion. Let others choose their own paths, and sell your own belief system by example. This is a personal matter that’s better left out of the workplace.
Work
Keeping in mind that you are striving for leadership qualities, your choice of work must be of the highest order. Seek an opportunity that lifts you and allows you to do good deeds. Any job or position that feels wrong will not fulfill you but impede your progress toward being a leader.
And don’t make the common mistake of over-identifying with your position at work. Are you an attorney or a husband and father? Are you a vice president of marketing or a wife and mother? Keep you priorities straight.

Author's note:
An 20-year veteran of the securities industry, advisor coach Patti Branco is a securities industry consultant, and founder of Patti Branco Management Solutions. And can be reached at 903-451-9800.


Turning Point, Inc.
405 2nd Street South
Suite A
Safety Harbor, FL 34695
(727) 725-8876
(727) 669-8263 (fx)
www.TPISearch.com
tpi@TPISearch.com
GREAT NETWORKING OPPORTUNITY - WAI NYC MEETING!

July 265:00-7:30 PMbulletNY Athletic Club, NYC

Join us to learn what the Wealth Advisor Institute buzz is all about. Hear what “Three Wise Men” have to say about the benefits of joining the WAI.

Call today to reserve your spot at this interactive and enthusiastic networking cocktail reception where you can begin to build centers
of influences from allied professionals and wealth advisors.

Great networking opportunity with peers and allied professionals
 
bullet
Gain insight in to the minds and professions of Accountants, Attorneys, and
 
Financial Advisors on how they want to collaborate with allied professions
 
 
bullet
Hear from three different Wealth Advisors on the needs and concerns for
 
serving Wealthy Investors - together!
 
 
bullet
Membership in Wealth Advisor Institute has many privileges, least of which is
 
access to Group Health Benefits
Admission is $50.00 and will be credited to the
cost of membership upon joining WAI

To Make Your Reservation click here or call 202-223-2633
ABOUT THE WEALTH ADVISOR INSTITUTE (WAI)

The Wealth Advisor Institute (WAI) is an association of financial professionals comprising Investment Advisors, Insurance Agents, Attorneys, and Accountants who are committed to serving the affluent and high net worth client by adhering to the highest professional standards, conduct and ethics, with knowledge and objectivity in the delivery of advice, products and services.

WAI is tailored to successful advisors with five-plus years experience and a record of achievement. These advisors are keenly aware of the increasing challenges of staying competitive and distinctive in an increasingly fragmented industry environment and possess the initiative to become true wealth advisors to meet the wide-ranging needs of affluent clients.

WAI targets advisors who aspire to attain the highest level of professional accomplishment and success, who recognize that knowledge and expertise are the key drivers of their ability to attract, retain, support and serve the affluent and high net worth investor.

 

WAI welcomes into its ranks all investment advisors, insurance agents, attorneys, and accountants committed to serving the affluent and high net worth client. Nowhere else in the industry is there anything comparable to the WAI combination of training, education, business development, practice management, and networking with peers.
Membership Benefits:
  • Wealth Advisor Webinars & Symposiums throughout the year
  • Networking Events
  • Outstanding Health Insurance benefits available 
  • Access to tools, information and research 
  • Website Directory of Allied Professional Members (coming soon)
  • And much more!
To find out more and/or become a member, please click here.

*******************************************************************

TURNING POINT PLACEMENTS:
Turning Point has had the pleasure of assisting two of our clients with their hiring needs.  We placed a West Coast Recruiter for a nationwide broker-dealer and assisted in the placement of a Chief Operations Officer for a regional broker-dealer.  Additionally, this month we placed three Financial Advisors with production totalling $1,500,000 at one of our client companies.  Many thanks to our valued clients!

CANDIDATES:
Looking for some great people?  We have placed quality professionals in all the positions listed below as well as many others. Call us at 800-598-3366 and let us help you find exactly the right professional for that critical position with your company!

Salaried / Sample Positions
  • President
  • Vice President
  • CEO
  • CFO
  • Chief Marketing Officer
  • Regional Sales Director
  • Wholesaler
  • Customer Service Manager
  • Not-for-Profit Executive Director
  • COO/Operations Manager
  • CCO/Compliance Officer
  • Chief Lending/Loan Officer
  • Branch Manager
  • Recruiter/Business Development
  • Portfolio Manager
  • Financial Consultant/Advisor
  • Registered Representative
  • Director of Development/Advancement
Contracting Services
Need some temporary expertise?  Turning Point, Inc. can help you find it.  Please review our services for Contract labor services by clicking
HERE.

Quote of the day:
"There is no security on this earth, there is only opportunity."
General Douglas MacArthur (1880 - 1964)
 
 
To remove yourself from this distribution, please hit the reply button and insert "Remove" in the Subject Line.     Turning Point, Inc. © 2007