When hiring to grow their firm or adding a partner, most older (and typically entrepreneurial) advisors make the mistake of trying to hire younger advisors who are just like themselves, which tends to overload firms with dynamic but chaotic behavior. Even worse, when they do bring in more complimentary professional employees, they try to transform their typically more analytical junior advisors into entrepreneurs, creating frustration, dissatisfaction, and--you guessed it--even more chaos. To his credit, once he overcame his aversion to having any partner at all, Dave Shore both recognized the value in the analytical approach that Tim Harrington brought to Marin Advisors, and generously provided him with extensive freedom to work with clients his own way, attract new clients in his own style, and express his organizational talents in the firm's documents and communications.
By leveraging SEI’s Financial Planning Tune-up Toolkit, you can help clients maintain good financial health and make sure their plan stays on track.
We answer six advanced questions from financial advisors about the professional social networking site.
Policy reviews only work if you actively approach your clients. Find out how to initiate the conversation today.
Oct 22, 2015
learn how top performers are leveraging smart technology, such as Workflow and digital information capturing tools, to stay competitive and efficient.
Sep 17, 2015
Join this exclusive webcast with Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, who will share his insights.
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...