Are you or your team feeling a little stagnant?


Last Updated on April 11, 2024 by Connor Prendergast

Are you or your team feeling a little stagnant?

Team of 1 or 100, no learning (3-step fix)

→ People are stuck.
→ They aren’t getting better.
→ They seem ok but they’re restless.

→ No budget or time for formal training.
→ No one says anything.
→ But you know it.

There is so much to learn in an advisory business.

→ Pay at alternatives keeps going up.
→ Good remote options are everywhere.
→ It’s a matter of time when the best will leave.

→ Or it’s just you and you feel the same way.
→ You can’t walk away from your calling.
→ And just switch jobs.

So how do help your team (of 1) learn when you’re not a trainer?

→ At Blueleaf we’ve got an answer.
→ One that we could incorporate day to day.
→ Like you, we fretted about developing people.

→ I did this for myself when I was building the biz alone.
→ I took the idea to my team when they needed more.
→ It was the one thing that worked for us.

The beauty of it is that ANYONE can do it. It takes just 3 simple steps.

We do a management book club.
1. We pick a book once a month.
2. And discuss it as a team.
3. And apply it to work.

Now we learn and grow together every month.

→ If someone new joins the management team,
→ We loop back on our core books that are
→ Our foundation for management.

Everyone stays on the same page. No one is stagnant.

We’ve done over 100 books together now.
Our core books are:
1. High Output Management – Andy Grove
2. Extreme Ownership – Jocko Wilink & Leif Babin
3. 5th Discipline – Peter Senge
4. How to tell a story -The Moth
5. Lean Startup – Eric Ries
6. The Art of Learning – Josh Waitzkin
7. Designing The Obvious – Robert Hoekman Jr.

How do you develop yourself and your team?


Get NEW posts and shows delivered to you.

The Augmented Advisor blog and podcast help financial advisors learn ways to improve their business with in-depth content from the industry's leading thinkers

We don’t spam! Read our privacy policy for more info.

icon-angle icon-bars icon-times