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


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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 ten)
By Patti Branco

Leading by Example

If you consider yourself a leader, then your natural expectation is that people will follow you. Your people will look to you and your own behavior as a guideline to follow. They will look up to you, support you and look for direction.

That’s the good news. The bad news is that they will copy your style whether your behavior is good or bad. After all, if you take two-hour lunches, why shouldn’t they?

You could say, “Because I’m the boss, and I said so.” But that is about as far away from leadership as you can get. The solution is to set an example for what you expect, and it will be followed without question.

I once worked on a project in a financial institution. I was only the project manager/consultant, but it drove me nuts that most people drifted in between 9:30 and 10 a.m. I never commented on this, for it really wasn’t my place to do so. However, I started arriving at 7:30 a.m., which is easy to do on location, away from home and other responsibilities.

By the conclusion of the project, most of the office was coming in much earlier, saying how pleasant it was to work before the phones began ringing. I will always remember that as a simple reminder about leading by example.
Time Blocking
Leaders are usually in control of their own time, using it wisely and purposefully.
One of the best and most effective methods for managing time is time blocking. It’s the simple act of making appointments for your prioritized activities.
 
When a future leader is planning her time blocks, she should have at least fifty percent of her time assigned to activities that involve contact with her workers.
If you let your day be dominated by administrative duties—mail, reports, issues—you will never get out of that ivory tower office. You must proactively choose to put your people first and worry about the administrative duties after that.
 
That is why time blocking works for leadership development. You can plan and do exactly what needs to be done, and if a task is incomplete on Monday, there will be a little time scheduled on Tuesday, Wednesday and so on, to finish the job.
Allot time in the schedule for flexibility and to handle issues that can crop up outside of your control. Overscheduling your activities will create frustration and discouragement.
Write out your list of activities, prioritize it, and then book time for each activity in writing. It will take a while to get into the groove, but eventually, you will feel an amazing sense of freedom and accomplishment. There are many time management tools on the market to help you keep track of your time and appointments.
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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
GET INVOLVED WITH THE WEALTH ADVISOR INSTITUTE (WAI)
(Unique Sponsorship Opportunities are Available Now)

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 about sponsorship or membership opportunities, please click here or contact Mitch Vigeveno, 727-725-8876 or Mitch@TPISearch.com.

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TURNING POINT in the MEDIA
Turning Point's President, Mitch Vigeveno, was recently quoted in David Drucker's new article for the Morningstar website, "Tales from the Trenches, Part 2."  Click here to see the article.

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:
"The customer doesn't expect everything will go right all the time; the big test is what you do when things go wrong."
Sir Colin Marshall
 
 
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