DKE'S DAILY KNOWLEDGE ENGINE

By Michael Hartley CFP® | Curated for entrepreneurial, independent investment advisors and financial planners by dkeadvisorsolutions.com.

The Most Effective Method to Get Someone to Do What You Want

Use the "scales of influence" model to persuade people to do what you want--while thinking that it's their idea.<p>Contrary to popular opinion, human beings don't resist change. We all, however, resist being changed.<p>We have no problem stretching our own comfort zone, but we each throw up our defenses …

Leadership

15 Must-Read Business Books on Leadership and Personal Development in the Last 5 Years

Science and positive psychology point the way to the future of leadership.<p>The problem with producing any "top" business book list is the elimination process. Over the last five years, there have been numerous publications by top authors worthy of mention.<p>For this list, I have focused heavily on …

Leadership

How Financial Advisors Become Thought Leaders

A thought leader is a financial advisor whom prospects, clients, centers of influence, and even competitors recognize as a leading authority in selected areas and is able to significantly profit from being recognized as the expert. Without question, the benefits of being an industry thought leader …

Financial Planning

4 Things Gandhi Can Teach Us About Transformational Change

We must first transform ourselves<p>On December 31st, 1929 the Indian National Congress, the foremost nationalist group on the subcontinent, issued a Declaration of Purna Swaraj, or complete independence from British rule. It also announced a campaign of civil disobedience, but no one had any idea …

Congress (INC)

Marc Andreessen says he’s reading these eight provocative books to better understand our world

Marc Andreessen’s (now dormant) Twitter feed was like the Venture Capitalist’s Review of Books. He issued a steady stream of dozens of recommendations (more than 100), revealing a catholic diet of science fiction, economics, American history, political science, and deep dives into the American …

Marc Andreessen

How to Use Surveys and Questionnaires to Understand Your Customers

Not sure if you're speaking with your customers at the right time, in the right space and in the right way? Just ask!<p>In the modern world of business, a brand's customers are both its greatest and most challenging asset. Customers today are savvier, more connected - and more demanding. While trying …

Customers

Meetings Aren't the Problem--It's the Way You're Running Them. Here's How to Do It Better

Are meetings a waste of time, or believing the myth our way of coping with social anxiety? Let's bust five myths of the "no meeting" mantra.<p>Are meetings really a waste of time or merely the latest battle cry of those who struggle to make them effective? There's a popular argument that in this day …

Management

What’s Your Filter For Saying “No” To Prospective Clients?

Being a financial advisor is about helping people with their finances. Which makes it very hard for most financial advisors to say “no” to those who …

Financial Planning

5 Steps to Hire a World Class Assistant

Need to find a great assistant but not sure of the best way to find him or her? Here is a proven 5-step process to get a great admin on your team.<p>Thomas owned a successful manufacturing business in northern California. He was an experienced business owner who recognized he needed help to take off …

Employment

3 Steps To End Your Meetings The Right Way

What are the six steps to running the most effective meeting possible?<p><b>Watch on Forbes:</b><p>Dick Axelrod founded the Axelrod Group, a consulting firm that pioneered the use of employee involvement to effect large-scale organizational change. His clients include Boeing, Harley Davidson, Novartis, and …

Productivity

Why Do Employees Quit on Their Bosses? Because They Never Get Asked These Important Questions

According to Gallup research, these questions may be the key to stopping your best people from leaving.<p>For nearly five decades now, ever since Robert K. Greenleaf wrote his seminal essay, <i>The Servant as Leader</i>, leadership thinkers have attempted to replicate, rehash and reinterpret the concepts of …

Leadership

The world's population buys one million plastic bottles every single minute

We’re drowning in plastic bottles. New statistics released by The Guardian reveal that humans purchase one million plastic bottles every minute – and …

Recycling

How to Get Ahead of 99% of Financial Advisors

By Sara Grillo via Iris.xyz No doubt, financial advisor marketing is one of the toughest games around. Unfortunately with the pressures of running your practice, the brand is something most financial advisors put last. The reality is that 99% of financial advisors (RIA firms, insurance agents, …

Financial Planning

Skilled Interviewing Is Essential To Be An Elite Financial Advisor

According to John Bowen, founder of CEG Advantage, “Elite financial advisors constitute about five percent of the advisory universe. They are the most personally successful, consistent earning of US$1 million or more annually. A critical ability of theirs is skilled interviewing, which tends to be …

Financial Planning

The Art of Persuasion: Dan Pink on Motivational Interviewing

It’s not quite a <b>trick</b>, but it sure <b>works:</b> Asking the <b>right questions</b>. Questions can be the <b>difference</b> between <b>stating</b> what you think someone should think …

Why Your Company Culture Should Match Your Brand

Ask people how to develop a good corporate culture, and most of them will immediately suggest offering generous employee benefits, like they do at Starbucks, or letting people dress casually, as Southwest Airlines does. Rarely do people point to encouraging employees to disagree with their …

Harvard Business Review

25 Expert Tips to Reading WAY More Books This Year

Instead of trying to power through a book that you're not enjoying, put it down<p>I've always enjoyed reading. But, to be perfectly honest, I didn't used to read as much as I should have. Besides being a great way to escape and unwind, reading increases your knowledge, focus, and worldview as a …

Productivity

Most CEOs Read A Book A Week. This Is How You Can Too (According To This Renowned Brain Coach)

Jim Kwik shares how to hack your brain, read faster and remember more.<p>People say that nobody reads anymore.<p>Honestly, that couldn't be farther from the truth.<p>Most CEOs and executives read 4-5 books per month. These are the leaders, the gamechangers, the ones that end up shaking the ground, …

Leadership

7 Ways to Capture Someone’s Attention

Your long-term success depends on winning the attention of others. If your boss doesn’t notice your work, how will you get a promotion? If your team …

Sheryl Sandberg

How to Integrate Data and Analytics into Every Part of Your Organization

Many conversations about data and analytics (D&A) start by focusing on technology. Having the right tools is critically important, but too often executives overlook or underestimate the significance of the people and organizational components required to build a successful D&A function.<p>When that …

Harvard Business Review

Music Can Help You Be Productive, As Long As It’s The Right Music

Lots of people <b>use music</b> to make themselves more <b>productive</b>. For some of us it works, for others, not so much. Maybe those who can’t listen while they …

Music

MailChimp Wants To Solve Every Small-Biz Marketing Challenge (Even Snail Mail)

A company that made its name helping small businesses with email is staking its future on the “small business” part of that proposition.<p>MailChimp did not start out as an enterprise obviously destined to help millions of small companies market themselves via email.<p>Actually, the company was …

Marketing

How to Keep Your Employees from Being Your Biggest Security Risk

Employees in a small business are a soft target for cyber criminals. How do you protect your business?<p>When it comes to your business's security, employees can be your weakest point.<p>Employees make a soft target for cyber criminals to take advantage of. Phishing emails and other types of attacks may …

Small Business

10 Great Business Podcasts

Spend your lunch break with these tasty takes on work culture, tech, food, fashion, and other topics.<p>Looking for something new to listen to? These podcasts offer plenty to inform, inspire, and entertain you.<p>1. “StartUp,” Gimlet Media<p>No podcast better captures the thrills and struggles of launching …

Podcasting

11 books on science Bill Gates thinks everyone should read

For decades, Bill Gates made billions in technology. Now he's spending that money on fighting disease and climate change.<p>It's no wonder the man loves science.<p>Over the years, Gates has recommended a number of science-related books to the public. Some deal with the environment, others with the …

Books

Memorize This Simple Phrase in Order to Obtain Sustainable Success

Over time, genuinely supporting others will deliver the most stunning return on investment. Give the most value instead of scheming to extract it, and ironically you'll end up with a bigger bounty in the end.<p>In our world of quick fixes and success hacks, there's an old school approach that wins …

12 More Questions to Instantly Upgrade Your Small-Talk Skills

More alternatives to the snooze-inducing "So, what do you do?"<p>For some folks, small talk comes naturally. Others, like me, find it excruciating in all but the smallest doses. For the chitchat challenged, one way to make small talk more bearable is to arm yourself ahead of time with less boring …

Introverts

Business Etiquette is Changing—and You Need to Follow Suit

<i>This article originally appeared on Monster.com.</i><p>What comes to mind when you hear the word “etiquette”?<p>If it’s a dusty old list of rules, like keeping …

Etiquette

Here’s Why You Shouldn’t Multitask, According to an MIT Neuroscientist

<i>This article is part of</i> Tools of the Trade<i>, a weekly series in which a variety of experts share actionable tips for achieving fast and effective</i> …