Home April-Lynn Levitt

Are you feeling unmotivated? Here's help.

  • April 10, 2014 August 21, 2018
  • 06:00

Try these easy, low-cost ways to boost employee appreciation.

  • July 26, 2013 August 21, 2018
  • 05:59

If you had to define the culture in your office, what words come to mind? I’ve heard advisory firms described as professional, competitive, fun and creative. If you’re trying to foster a better culture within your practice, try these steps.

  • April 26, 2013 August 21, 2018
  • 10:00

Do you have a contingency plan in place for critical illness, disability, or death?

  • November 16, 2012 August 21, 2018
  • 05:59

Call it the February Effect. We start the year off with a new set of business and personal goals but after that initial burst, it can be hard to stick to it to create meaningful, lasting change.

  • January 25, 2012 July 10, 2018
  • 15:03

One of the biggest challenges we see as coaches, is that financial advisors are so busy working IN their business that they don’t have any time to work ON their business. Responding to clients, dealing with staff issues, compliance, paperwork and “putting out fires” consumes most of the day. There is little time left to work on long term planning which will improve your practice, grow revenues and reduce stress.

  • December 6, 2011 July 10, 2018
  • 14:27

When coaching advisors, one of the most important things our team works on is how to get the advisor focused on the important client-facing tasks and delegate the rest to their team.

  • October 28, 2011 August 21, 2018
  • 12:02

Recently I met with an investment advisor. I could tell immediately he simply wasn’t himself. He admitted his “head hasn’t been in the game for some time now”. He was thinking of leaving the business.

  • September 23, 2011 August 21, 2018
  • 11:15

Autumn and finally being back to school. I really loved this time of year. I loved the new notebooks, pencils, school clothes and even the thought of getting back to work. For me, it still seems like even more of a fresh start than January 1. Those in the Jewish faith are familiar with this […]

  • October 7, 2010 July 10, 2018
  • 12:10

If you look up the word “Moxie” in the dictionary, you will find it is a noun that means “energy, pep, courage, determination and know-how.” You can also see that the source of this word is the brand name of a soft drink. Have you ever heard of “Moxie” soda? We have all heard of […]

  • July 14, 2009 July 10, 2018
  • 15:16