March 24, 2011

Steps to Building, Restoring Harmony in Advisory Firms: Slideshow

Olivia Mellan's insightful interviews with experts in the field of workplace transformation form the basis of this series on solving at-work conflicts

As much as we like to think of the workplace as a bastion of teamwork and collegiality, in reality it’s often a hotbed of personality conflicts, power struggles, disagreements about competence, breaches of trust, hurts and anger, writes Olivia Mellan, Investment Advisor's Psychology of Advice columnist.

The longer you work with the same people, Mellan says, the more these emotions and conflicts are likely to pile up. Eventually, you and your colleagues may come to resemble a dysfunctional family where everyone pushes each other’s buttons.

How can you nurture the interpersonal harmony that an advisory practice needs in order to operate productively? What are the practical steps you can take, and the missteps you should avoid, to make your advisory firm "family" functional and efficient? How do you build a culture in which all the stakeholders in your firm--owners, partners, employees and clients--feel comfortable enough to give their best efforts while also running an effective firm?

To find the answers to these questions, Mellan, a psychotherapist and money coach who has written exclusively for Investment Advisor for more than a dozen years, interviewed several experts in the field of workplace transformation.

(See Ms. Mellan's most recent column, in the April 2011 issue of Investment Advisor.)

Please read on for summaries of each of the three articles in this series, and links to the articles themselves.

 

 

A series of articles by Investment Advisor's Psychology of Advice columnist Olivia Mellan on how to transform your advisory firm into a harmonious workplace.

Resolving Conflict: Eight Steps to Workplace Harmony First in the Series:

Resolving Conflict: Eight Steps to Workplace Harmony

In part one of the series on workplace harmony, Olivia Mellan interviews Diane Katz, Ph.D., an  organizational consultant who spoke to Mellan several months before the publication of her new book "Win at Work! The Everybody Wins Approach to Conflict Resolution." In the interview, Katz outlines eight steps to restore harmony to a dysfunctional work family.

Read more from the February issueof Investment Advisor.

A series of articles by Investment Advisor's Psychology of Advice columnist Olivia Mellan on how to transform your advisory firm into a harmonious workplace.

Speaking Truth to Power: How Followers Really LeadSecond in the Series:

Speaking Truth to Power: How Followers Really Lead

In part two of the series on workplace harmony, Mellan speaks to Ira Chaleff, an author who at various times in his career has served as an executive coach with members of Congress and as a business consultant. 

In the interview, Chaleff argues that sometimes a follower is a leader in disguise, and explores how leaders and followers have distinct and important roles in an organization.

Read more from the March issueof Investment Advisor.

 

A series of articles by Investment Advisor's Psychology of Advice columnist Olivia Mellan on how to transform your advisory firm into a harmonious workplace.

Restoring Trust: Seven Steps to Restore ConfidenceThird in the Series:

Restoring Trust: Seven Steps to Restore Confidence

In the concluding article of this series on workplace harmony, Mellan speaks to Dennis Reina on how to restore trust to a relationship and within a business. Reina is the author, with Michelle Reina, of what Mellan calls their "innovative book,"  “Trust and Betrayal in the Workplace: Building Effective Relationships in Your Organization.”  

While the importance of trust in the workplace is universally understood, restoring it after it’s been broken is no easy task. In the interview, Mellan has Reina walk advisors through a seven-step process to help workers, and business owners, who have betrayed a coworker's trust to restore that link.

Read more from the April issue of Investment Advisor.

Page 1 of 4
Single page view Reprints Discuss this story
This is where the comments go.