Set Up to Fail: Bosses Create Problem Employees More Often Than You Think
I can’t tell you how many times an owner-advisor client has come to me about an employee who is “not working out.”
Win the Talent War by Aligning Values With Growth Objectives
Well-defined core values give owner-advisors direction in hiring qualified candidates.
How Advisors Should Respond to Fee Challenges by Clients
More clients and prospects are asking about advisory fees these days, and some of those discussions are resulting in lower fees. What to do?
How Not to Behave With Bulls. Literally.
State Street’s “Fearless Girl” statue: Good art, fine intentions, misdirected message.
Unicorns, Skittles and the Delusions of Bull Markets
Advisor-owners tend to change their behavior and expectations in bull markets. But is it really different this time?
The Problem With Client ‘Satisfaction’ and ‘Engagement’
When assessing how satisfied or engaged another person (or client) is in a relationship, that person’s actions, not words, say it all.
Seeking Help: How Not to Work With A Business Consultant
With the stock market rising while advisors face margin compression and increased competition, more firm owners are turning to business consultants.
Coaching or Consulting? It Depends on What You Need
The difference? Coaches tell owners what they need to hear; consultants them what they need to do. But that's only part of the answer.
6 Ways Business ‘Gurus’ Can Lead Advisors Astray
Beware of “business school” MBA principles that aren't tailored to independent advisory firms.
4 Questions Next-Gen Advisors Must Ask When Offered a Partnership
Your life will change when making a career change to junior partner. Be sure you know what it entails.