Charles Merwin

My happiest task was to consult and coach them on their practices. It usually started with me asking, What do you want to do? #advisors #goals

April 19th is the anniversary of the twin battles of Lexington and Concord, when the shot heard round the world kicked off our War of Independence.

Charles Goodhart gave had a powerful idea now known as Goodhart’s Law: When a measure becomes a target, it ceases to be a good measure.

Building 5 bridges like the one pictured above, under fire and in the rain, took a combination of LEADING THE PEOPLE and MANAGING THE JOB. #lead

Instead of thinking, we open our mouths. Before we know it, we sound like we’re made of smoke and mirrors. #truth #advisors

Letting a junior manager handle live Q&A at a conference. Handing the keys to a teenager who’s had her license for 1 week. #delegate #advisor

Disruptive. Decentralized. Maverick. Revolutionary. Uncompromising. VUCA. Is this what we pay leaders to provide? Lord, I hope not. #leaders #advisors

Orient on desired results, don’t obsess on them. Obsess over your activities instead. #goals #advisors #tools.

You can get away with many things in our business, but heaven help you if others look at your business and determine that it has plateaued.

Successful Financial Advisors are a unique combination of leader, entrepreneur, and professional practitioner. #advisors #success

You will be surprised that making time for rest cultivates growth and regeneration and will lead to feeling recharged.

Overwhelm clients and customers with service. It doesn’t sound hard, does it? It’s nothing more than following the Golden Rule. 

Anyone in retail financial services knows what it is to be treated absolutely, 100% unfairly by clients.  What should you do about it?

You are not a miracle worker. Your clients will forgive you for temporary losses during a bear market. #advisors #stockmarket

Our bodies can and should always exude respect and kindness to those we are lucky enough to see face-to-face. #advisord #meeting

Call it counseling, feedback, performance review or anything else – talking to people about their professional shortcomings is not fun.

Here is the WHO, WHAT, WHEN, WHY, WHERE and HOW of good team meetings – though not quite in that order! #advisors #meetings

Successful advisors know how to help their clients, but running a team of advisors and support staff requires a different set of skills.

John Wayne reputedly said Life’s tough. It’s tougher if you’re stupid. That’s a simple lesson to learn. #advisors

There are plenty of good reasons for retail financial advisors (FAs) to consider the independent and semi-independent paths. #advisors

If you haven’t set any business goals yet for 2022, good! Consider avoiding that exercise this year. Three reasons why. 

Tis the season. Gift giving can be free, personalized and quick. How? #giving #gifts #advisors #holidays

Manage your client outreach, don’t forget that the lowest-grade contact methods will breed the highest-grade contempt. #advisors