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


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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 eight)
By Patti Branco

Other best leadership practices:
·    Encourage team members to bring problems to you, along with solutions.
·    Allow them to make decisions and think processes through independently.
·    Create simple recognition awards and present them in a group setting.
·    Communicate by multiple methods frequently (phone, e-mail and broadcast messages).
·    Hold regular, purposeful meetings and encourage employees to participate in the planning.
·    Remember birthdays and anniversaries as much as possible.
·    When a problem arises, make no judgment until all the facts are studied.
·    Stop fixing. Let people be responsible for the jobs they were hired to do.
·    Remember common courtesies such as saying “Hello,” “Thank you” and “May I help you?”
·    Handle serious problems quickly, or delegate them to a more suitable department.
·    Know the company policies. Understand and follow HR policies.
·    Read at least one personal growth book every month.
·    Keep your own life balanced and stress free, and encourage employees to do the same.
Include Stress Reduction in Your Plans
Experts say stress can occur in both positive and negative situations. Believe it or not, there are stories of lottery winners having heart attacks after learning they won millions. As an effective leader, you can reduce the day-to-day stress for your team members in the following ways:
·    Instill confidence through training and coaching.
·    Recognize the smallest accomplishments with praise and positive feedback.
·    Encourage life balance, reaffirming belief in the need to have a life outside of work.
·    Champion physical activity by finding deals on local gyms or providing in-house fitness facilities, if the budget allows.
·    Never discuss one employee with another. It will get out.
·    Help employees manage their time by teaching them to use time-blocking methods and other time-management techniques.
·    Make time for everyone, and show no favoritism.
·    Make eating lunch mandatory.
·    Bring in an expert to discuss desk yoga or other relaxation techniques.
·    Let your people know you aren’t perfect and that you care about their success.
Before you deliver bad news of any kind, think your delivery through carefully.

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

INTRODUCING 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.

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TURNING POINT PLACEMENTS:
Turning Point has had the pleasure of assisting two of our clients with thier hiring needs.  In May, we placed a West Coast Recruiter for a nationwide broker-dealer.  Also this month, we assisted in the placement of a Chief Operations Officer for a regional broker-dealer.  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
EMPLOYMENT NEWS:
PAYROLL CHANGES:
Past Month Change, Month-over-Month Change and Year-over-Year Change
(The first number is the actual change in May from April, the second is the percentage change from in May 2007 from April 2007 and the third number is the percentage change in May 2007 from May 2006. All are seasonally adjusted.)
• Financial activities: 2,000, 0.0%, 1.1%
 - Finance and insurance: 6,300, 0.1%, 1.0%
  - Real estate and rental and leasing: -3,700, -0.2%, 1.1%
Staffing Industry Employment Bulletin, June 1, 2007

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:
"I have never been hurt by anything I didn't say."
Calvin Coolidge (1872 - 1933)
 
 
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