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046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton

046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
66 minutes
Released:
Jul 26, 2022
Format:
Podcast episode

Description

So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch. If you know me in real life, you know that I have really adopted these ideas/assessments to help me be a better mom, wife, coworker, leader, coach, and most importantly to understand myself in a better way and to really maximize my own personal potential by increasing my self-awareness… both in my strengths but also in my weaknesses and potential traps!  And if you listened to episode #38 we learned that studies show that self-awareness is the #1 skill (meaning it's something you can learn) that drives success.  My biggest takeaways from this conversation are that I need to better understand Enneagram and Kolbe not just for my own personal self-awareness and productivity… but also be increase my understanding of the people around me and how to relate to them and to help them maximize their potential & productivity too… be a better leader. So how do we increase this awareness of ourselves, and also of the individuals around us?In this episode we’re speaking with a Kolbe and Enneagram expert that is going to illuminate the heck out of us for personal and professional growth. A lot of people listening have taken these assessments… but if you haven’t no worries. I've got them here in the show notes. You’ll still glean a lot from this episode EVEN if you haven’t taken them… and you can always come back and re-listen once you have.  -----------------------------Links from Today's Episode:Enneagram Book Recommendation: Ian Morgan Cron: The Story of You Take your Kolbe Assessment HereTake your Free Enneagram Here Connect with Glenn @ gshelton1014@gmail.comInterested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jul 26, 2022
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!