Paragon Resources

Name: Paragon Resources
Address: Atlanta, GA, US
Telephone: +17703190310

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United States
Atlanta, GA
Paragon Resources

Practice Management training and consulting firm working exclusively in the Financial Services Industry. Focusing on Return on People...ROP.

Corporate Clients: Internal Stakeholders

We assist Corporate leadership in the Financial Services Industry to:

To drive growth by “fine-tuning” the people resources. Protect investment by retaining top talent
Get the most out of internal coaches, trainers, wealth management directors, etc. Effective and Efficient
Our corporate-level services are designed to add efficiency to your existing proces

ses and provide metrics for gauging improvement as you increase resiliency and grow organizational value. Top Performing Financial Advisors

Cream of the crop financial advisors share an obsession: raising their game. We free them to take their success to a higher level by helping them to:

Build balanced, high-performance teams
Align individual behavioral strengths with performance goals
Re-tune their businesses to give them more freedom to focus on the parts they do best
Results-Driven and Measurable
We believe firmly in the power of assessments. We’ll show you how to use sophisticated tools to quickly diagnose areas for improvement, recommend training and strategy, and benchmark progress against key metrics. Your best will get better and your internal development personnel will save time and get trackable results. We offer consulting services by telephone on an hourly basis as well as onsite consulting or training visits. The key to improvement is to assess and analyze where you are today and where you need to go tomorrow. Call us at (770) 319-0310, let’s talk about the results that developing your people can bring.

05/01/2018

The Essential Ingredient to Success: The Team Communication Plan

Please enjoy our blog post from the Journal of Financial Planning – The Essential Ingredient to Success: The Team Communication Plan. We are honored to be selected as thought leaders in Team Development for the new Financial Planning Association Coaches Corner. The FPA Coaches Corner, a one-stop shop for content, tools, and insights from some of the most recognized business coaches in the profession, will provide association members with a vast library of business-building content in core practice management areas. We continue our commitment to help more financial professionals reap the rewards of ROP…Return on People. It is your people who make or break the success of your business.

To read the rest of this month's newsletter, please go to:

Please enjoy our blog post from the Journal of Financial Planning – The Essential Ingredient to Success: The Team Communication Plan. We are honored to be selected as thought leaders in Team Development for the new Financial Planning Association Coaches Corner. The FPA Coaches Corner, a one-stop s...

03/15/2018

What Is The #1 Thing That Millennials Don’t Want At Work?

Last week, Pew Research determined the definition of the Millennial Generation to be those born between 1981 and 1996, and those born after this time to be, for now, defined as the Post-Millennial Generation. During recent years, our clients have asked us to work with their offspring to help these generations better understand their place in the world.

To read the rest of this month's newsletter, please go to:

Last week, Pew Research determined the definition of the Millennial Generation to be those born between 1981 and 1996, and those born after this time to be, for now, defined as the Post-Millennial Generation. During recent years, our clients have asked us to work with their offspring to help these g...

02/15/2018

“Fake It ‘Til You Make It” Can Be The Worst Advice

Two months into 2018 and we are seeing a common theme…EXPANSION. At least 60-70% of our clients are looking to add talented people to their organizations. The noise of the news is causing mass confusion and our clients see that there is a need for them to be in front of their clients more than ever before.

To read the rest of this month's newsletter, please go to:

Two months into 2018 and we are seeing a common theme…EXPANSION. At least 60-70% of our clients are looking to add talented people to their organizations. The noise of the news is causing mass confusion and our clients see that there is a need for them to be in front of their clients more than eve...

06/30/2017

The Real Reason Your Revenues Are Down

You feel the need to keep chasing new prospects – it has always worked in the past. However, the hidden secret to new revenue lies in gaining the greatest wallet share of your existing clients. The true answer to accomplishing this lies in service. The extra benefit of focusing on the Ultimate Client Experience is that your clients will do your marketing for you.

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2017/06/results-driven-solutions-the-real-reason-your-revenues-are-down/

You feel the need to keep chasing new prospects – it has always worked in the past. However, the hidden secret to new revenue lies in gaining the greatest wallet share of your existing clients. The true answer to accomplishing this lies in service. The extra benefit of focusing on the Ultimate Clien...

05/25/2017

A Good Employee Isn’t Good Enough – Have You Built Your Team By Design?

A warm body in the seat or even an excellent, dedicated employee is NOT all that you need. You need specific people to fill each distinct role in your organization to achieve its goals. You need a FINDER, GRINDER, and MINDER, or you must have the resources available to you to cover these three vital business responsibilities. With this winning formula, you can realize any size of business that you envision.

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2017/05/results-driven-solutions-a-good-employee-isnt-good-enough-have-you-built-your-team-by-design/

A warm body in the seat or even an excellent, dedicated employee is NOT all that you need. You need specific people to fill each distinct role in your organization to achieve its goals. You need a

04/27/2017

How The Most Successful Producers Make Things Happen

You probably think that top producers do things in a radically different way than the average advisor. But in fact, there are a few (surprisingly easy) activities that you can adopt and use to propel you to the next level of results.

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2017/04/results-driven-solutions-how-the-most-successful-producers-make-things-happen/

You probably think that top producers do things in a radically different way than the average advisor. But in fact, there are a few (surprisingly easy) activities that you can adopt and use to propel you to the next level of results. Recently, we had the pleasure of sitting in on a panel discussion…

03/23/2017

Why Doesn't My Support Team SUPPORT Me?!

Even if they are well paid, employees will NOT deliver high performance unless you give them more. Specifically, you need to help them see that their work is meaningful and valuable. When times get tough in this industry (and we all know what those days feel like), we have to be mindful of the impact on our team members.

To read the rest of this month's newsletter, please go to: http://paragonresources.com/2017/03/results-driven-solutions-why-doesnt-my-support-team-support-me/

Even if they are well paid, employees will NOT deliver high performance unless you give them more. Specifically, you need to help them see that their work is meaningful and valuable. When times get tough in this industry (and we all know what those days feel like), we have to be mindful of the impac...

02/22/2017

So Close And Yet So Far…Are YOU Your Biggest Barrier?

After 20+ years in the industry, we have concluded that Advisors are attracted to the chaos and reactivity of this industry. They have the thrill of the unknown and will get bored easily if the road is too smooth. Often they prefer riding “Mr. Toad’s Wild Ride” each day, but their business is no Disneyland. After just a few short years of churning and burning and increased levels of stress, we often find businesses that are in distress.

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2017/02/results-driven-solutions-so-close-and-yet-so-far-are-you-your-biggest-barrier/

After 20+ years in the industry, we have concluded that Advisors are attracted to the chaos and reactivity of this industry. They have the thrill of the unknown and will get bored easily if the road is too smooth. Often they prefer riding “Mr. Toad’s Wild Ride” each day, but their business is no Dis...

01/19/2017

Your AUM Is Up…But Do The Numbers Lie?

Your numbers do NOT tell the whole story about your business. Even an advisor with high AUM can have a business that is rotting from the inside. The only way to build a healthy, profitable, and valuable enterprise is to have ALL areas thriving.

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2017/01/results-driven-solutions-your-aum-is-up-but-do-the-numbers-lie/

Your numbers do NOT tell the whole story about your business. Even an advisor with high AUM can have a business that is rotting from the inside. The only way to build a healthy, profitable, and valuable enterprise is to have ALL areas thriving.

12/16/2016

What the Most Successful Producers Are Doing to Be Ready for the Next Chapter

Looking back over the last three decades, the industry has experienced dramatic change; looking forward, there is plenty more on the horizon. Are you ready for the next challenges in your business?

To stay competitive and on top of their game, financial professionals must change along with the constant evolution of the industry; high-performance teams are always seeking ways to be the best. Are you fully prepared for the following industry demands?

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2016/12/results-driven-solutions-what-the-most-successful-producers-are-doing-to-be-ready-for-the-next-chapter/

Looking back over the last three decades, the industry has experienced dramatic change; looking forward, there is plenty more on the horizon. Are you ready for the next challenges in your business?

11/17/2016

Are You Running a “Fly by the Seat of Your Pants” Business?

Some aspects of your business may be thriving, but others may be atrophying because you are only focused on the numbers. Top Producers know that the secret ingredient to their success is to not allow the chaos of daily life to hold them hostage to the reactive. They know how vital it is to step back from the daily grind of the business to work ON strategy and give oxygen to all parts of the business. As late November approaches, how much time has your team invested in analyzing 2016 results and determining a winning plan for 2017?

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2016/11/results-driven-solutions-are-you-running-a-fly-by-the-seat-of-your-pants-business/

Some aspects of your business may be thriving, but others may be atrophying because you are only focused on the numbers. Top Producers know that the secret ingredient to their success is to not allow the chaos of daily life to hold them hostage to the reactive. They know how vital it is to step back...

10/20/2016

Your Service – Your Story – Your Value

For years, we have talked about the importance of consistently ARTICULATING and DEMONSTRATING your service model. Whether you are an advisory team serving the investor client or a home office department serving advisory teams, articulating and demonstrating your value, your story, your service menu, and your deliverables remains THE most fundamental element of your business. After all, if you can’t convey and verbalize what you do, how will you ATTRACT people to your business and grow? And, if you don’t consistently deliver your value, how will you RETAIN clients and sustain success?

To read the rest of this month's newsletter, please go to:
http://paragonresources.com/2016/10/results-driven-solutions-your-service-your-story-your-value/

Here is the latest edition of our newsletter for financial professionals. Now is a good time to review how you articulate and demonstrate your value through the service that you deliver! To deliver your service in the most efficient ways, you must use technology. Check out what our strategic partner...

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Atlanta, GA

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+17703190310

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http://www.ParagonResources.com/

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