Carolyn McClanahan
5 things Carolyn uses or recommends, from 1 episode.
Carolyn's top picks
What Carolyn uses or recommends most, ranked by how often and how strongly. Paid ads are left out.
Uses and recommends it · 1 episode
"I read about the work and I knew her through the AICPA because I speak for the AICPA and I read an article about what she was doing through Bob Veres's newsletter and I'm like, hmm, I might need that. So I said, 'Andrea, I have a challenge for you. I know you're working one-on-one with people, but I wonder if you would help me work with my entire team to help them develop where they need to go so they can lift the hours off me.' We're all still working with Andrea, so it feels good."
Uses and recommends it · 1 episode
"I hired Kelly Cruz and I hired Andrew Miller. So two business coaches. I started with Kelly. Kelly Cruz is a compensation consultant because that was the big sticking point. Am I paying people well enough? And so she did a very deep analysis on what everybody's roles were in the firm... She built these beautiful spreadsheets, Excel spreadsheets of what advisors need to be doing and we created very detailed job descriptions and what's it look like to move up. So that was beautiful and I'm so grateful I did that."
Uses and recommends it · 1 episode
"I measure everything. People laugh. I have this spreadsheet that goes back to 2006 of how I have spent every 15 minutes of my workday. I want to know how I'm spending my time. Where am I wasting my time? So I know how long on average it takes me to do an estate review, I know how long on average it takes to do a tax plan."
Uses and recommends it · 1 episode
"We use passively managed portfolios. We do individual bonds. We do zero investment meetings. We don't do quarterly reports. We are very consistent in how we deliver planning and it's an ongoing service and that's where we spend our time. I looked at it where other advisors spend their time is trying to justify their investment management, which we never have to do."
Recommends it · 1 episode
"I've been big into stoicism, reading stoic philosophy the last few years, and you know Ryan Holiday wrote the book The Obstacle Is the Way, which Marcus Aurelius talked about, and learning to approach obstacles as opportunities instead of problems. I think that I wish I would have learned that a lot sooner in life."
All 5 of Carolyn's picks
- Andrea Miller (life coaching for financial planners) Uses and recommends it "I read about the work and I knew her through the AICPA because I speak for the AICPA and I read an article about what she was doing through Bob Veres's newsletter and I'm like, hmm, I might need that. So I said, 'Andrea, I have a challenge for you. I know you're working one-on-one with people, but I wonder if you would help me work with my entire team to help them develop where they need to go so they can lift the hours off me.' We're all still working with Andrea, so it feels good." Only Carolyn
- Kelly Cruz (compensation consulting) Uses and recommends it "I hired Kelly Cruz and I hired Andrew Miller. So two business coaches. I started with Kelly. Kelly Cruz is a compensation consultant because that was the big sticking point. Am I paying people well enough? And so she did a very deep analysis on what everybody's roles were in the firm... She built these beautiful spreadsheets, Excel spreadsheets of what advisors need to be doing and we created very detailed job descriptions and what's it look like to move up. So that was beautiful and I'm so grateful I did that." Only Carolyn
- Time tracking spreadsheet (personal workflow tool) Uses and recommends it "I measure everything. People laugh. I have this spreadsheet that goes back to 2006 of how I have spent every 15 minutes of my workday. I want to know how I'm spending my time. Where am I wasting my time? So I know how long on average it takes me to do an estate review, I know how long on average it takes to do a tax plan." Only Carolyn
- Passively managed portfolios Uses and recommends it "We use passively managed portfolios. We do individual bonds. We do zero investment meetings. We don't do quarterly reports. We are very consistent in how we deliver planning and it's an ongoing service and that's where we spend our time. I looked at it where other advisors spend their time is trying to justify their investment management, which we never have to do." Only Carolyn
- The Obstacle is the Way Recommends it "I've been big into stoicism, reading stoic philosophy the last few years, and you know Ryan Holiday wrote the book The Obstacle Is the Way, which Marcus Aurelius talked about, and learning to approach obstacles as opportunities instead of problems. I think that I wish I would have learned that a lot sooner in life." +1 other