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.
Despite brighter equity prospects outside the U.S, your clients may be underinvested in international and emerging markets equities. Help them take full advantage of non-U.S....
Explore ways in which you can manage client expectations - while still delivering the best possible experience - with the help of an advisor team.
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Nov 04, 2015
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Oct 22, 2015
learn how top performers are leveraging smart technology, such as Workflow and digital information capturing tools, to stay competitive and efficient.
Oct 14, 2015
Hear from industry experts regarding what actions advisors should be taking now to prepare their clients for the next 12 months.