Guest Post: Five Leadership Essentials to Reach Your Next Level

By Colleen Jordan Hallinan, CFP®, Founder of Qii Consulting

When you want growth AND the freedom to take your business to new levels, what is the key? Imagine if your team members gave you their discretionary effort. Not just what they’re required to do, but to willingly and enthusiastically go beyond your expectations.

Are you thinking those are just special people (we call them A-players) that are hard to find? Maybe. Decades of employee engagement research from Gallup show that 70 percent of the factors that create the fertile environment for A-players to emerge are within YOUR control as the leader. What that means is that it is YOU at the center of the universe (finally, right!?).

How this works is simple, but not easy. It’s about leadership mindsets you must adopt and practice.



5 Essential Mindsets for Growth: True to Self, Self-Awareness, Qii, Humility, and Vulnerability

1. True to self. What do you want and love to do more than anything in the world, in your personal life and in your career? If you don’t know, or if you don’t apply what you know about yourself to your professional trajectory, you are leaving the most effective fuel available to you on the table.

2. Self-awareness. How do you impact the world around you? What are the instinctive behaviors that come naturally to you? When you discover your strengths and modus operandi, and how these are received by the people around you, you can be more purposeful in how and when you wield these tools to get the best results.

3. Qii. No one ever “has time” to do the important work that’s not urgent. You have to squeeze that time into your schedule. That’s the quadrant 2 (Qii) mindset: important, not urgent activities should never go on the back burner. Make your team members your #1 client and dedicate prime time every week to develop them and learn from them.

4. Humility. The traditional definition refers to a kind of “lowness” — but embedding your leadership with humility is actually a really high aspiration: to believe that you can learn from anyone and anything, and that others may do certain things better than you regardless of their title, years of experience, and sometimes even when they themselves don’t know they can.

5. Vulnerability. The only way we grow is by moving forward, and every step we take isn’t always the right one. We all make mistakes. In fact, the more experienced and successful you are, the more mistakes you have made on your way there. If you want your team members to give their discretionary effort, at some point you have to let go and let them own the path to the outcomes you want.

If you’d like to learn more about how to practice these five mindsets as a leader in your organization, reach out to me today.

Colleen Jordan Hallinan, CFP®, is a Gallup-Certified Strengths Coach and growth consultant with nearly 30 years in the advisory business.

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.