EXCELerate Career Consulting

EXCELerate Career Consulting At EXCELerate Career Consulting, we offer an accessible consulting experience for aspiring professionals.

This is a universal challenge with most organizations.  Here are a few things I've implemented or seen work:  1.  Provid...
02/27/2018

This is a universal challenge with most organizations. Here are a few things I've implemented or seen work: 1. Provide clarity on benefits or be explicit on where knowledgable resources can be found. This is one of the primary concerns a new employee typically has. 2. Collaborate with your team on the have-to-have knowledge/resources to operate and engage in the organization with limited frustration 3. Create a list of team SMEs on role-specific functions. Incorporate new peer support as an annual expectation. It will never be perfect, however these 3 can make a difference.

Onboarding—the process in which new hires are integrated into the organization—is a missed opportunity for most employers, according to a recent study.

For my advisor friends - I believe this is the type of leadership clients will be expecting from their financial advisor...
02/14/2018

For my advisor friends - I believe this is the type of leadership clients will be expecting from their financial advisors in the future. "Wealth and health are the two things clients always put at the very top of their lists of concerns. And recent surveys suggest that, for many, it’s not easy to say which comes first."

Being a holistic advisor means helping clients navigate the overwhelming world of health care services.

For my financial advisor friends, here are 7 topics to incorporate into client conversations / reviews that help you bro...
02/12/2018

For my financial advisor friends, here are 7 topics to incorporate into client conversations / reviews that help you broaden your knowledge of their situation.

Exceed their needs by offering more than investment advice.

For my road warrior friends, Mondays can be difficult, especially if you have to hit the road first thing.  This is a go...
01/29/2018

For my road warrior friends, Mondays can be difficult, especially if you have to hit the road first thing. This is a good read to help re-frame the day and mentally reclaim your Sunday!

The first day of the workweek gets a bad rap. Here’s how reframe your outlook.

Many asset mangers and insurers are downsizing their distribution efforts.  If you have been impacted personally this is...
01/23/2018

Many asset mangers and insurers are downsizing their distribution efforts. If you have been impacted personally this is a good read to maintain perspective and move forward. If you know someone that's been impacted, this a great article to share.

Don't let the devastation of losing your job delay your return to employment. Use planning and a forward-looking mindset to get back into the market.

I'm continuing my theme this week around meetings.  Use these tips when looking for good discussion / productive debate:...
01/11/2018

I'm continuing my theme this week around meetings. Use these tips when looking for good discussion / productive debate: 1. Ask questions instead of sharing your own opinion 2. Help quiet team members speak up 3. Don’t let the talkers dominate 4. Make it safe for people to share risky ideas 5. Take a contrarian view

Tips for generating productive friction.

This is worth the time to read:  "Meetings are the scourge of modern business life, consuming 62 hours per month of empl...
01/09/2018

This is worth the time to read: "Meetings are the scourge of modern business life, consuming 62 hours per month of employees’ time, on average." The article gives tips to avoid, however you can flip the tips and use them as a guideline for yourself when setting up meetings. Some of my favorites - the "update" meeting can be done by email in 1/10th of the time and ask people (or tell people if you're leading the meeting) why their attendance is important.

Without offending anyone.

I don't believe all of these are promotion killers, however a few really resonate with me:   #2 I think - to this day if...
01/04/2018

I don't believe all of these are promotion killers, however a few really resonate with me: #2 I think - to this day if I find myself saying this I will correct with either I know (based on facts) or I believe (convictions I can thoughtfully discuss) #5 Just - filler word that distracts from your core message.

Sorry, but I honestly just think you should read this.

Good advice!  "Great business writing should deliver its content without getting in the way. Invest your energy in choos...
01/02/2018

Good advice! "Great business writing should deliver its content without getting in the way. Invest your energy in choosing words that will inspire the actions you’re looking for and strip away anything that will detract from your core message."

Eliminate fancy-pants words.

The big takeaway here is reframing resolutions to be goals, habits and routines you follow and work to achieve. Nice to ...
12/27/2017

The big takeaway here is reframing resolutions to be goals, habits and routines you follow and work to achieve. Nice to start the year fresh however this philosophy can be applied to anything and any time of the year.

We talked to six people who have kept resolutions for two, three, and even 10 years. Here are their secrets for making resolutions with sticking power.

A good read in advance of setting professional goals for 2018.  I personally like  #1 start your day early and  #3 ask a...
12/20/2017

A good read in advance of setting professional goals for 2018. I personally like #1 start your day early and #3 ask a lot of questions

Be more successful next year.

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