The Magic Formula for Advisory Firm Success? There Isn’t One
Each firm is different, every owner is different, but the successful ones commit to a—get this—plan, and learn from their failures.
Investing in Yourself
In our work with independent advisory firms, we have always stressed the importance of creating a solid foundation upon which to build a successful business.
Client Calendars Show Clients How Much You Do for Them
Client service calendars let your clients know that you and your firm are actively taking care of their finances throughout the year.
Unhappiness Ever After: 10 Questions for a Reality Check at Work
There's only so much your company can do to keep you happy. Ask yourself if it's time for a change.
The ‘Dog Pack’ Leadership Lessons
Dogs don’t micromanage, but like a pack, a great team will practice self-discipline.
Want to Continue to Succeed, Owner-Advisors? Give Up These 3 Sacred Cows
Here’s the problem with success: what got you there won't bring you to the next level, so give up to grow.
The Death of the Rainmaker
The days of the rainmaker are over. From Angie Herbers, here are four steps to a client acquisition process that really works.
The 5 Traits of Great Client Service People
Remember, advisor-owners, great client service comes from great client service people. Here's what to look for.
Leading Your Firm From Beyond the Grave
If you die or become disabled unexpectedly, the best person to handle the forced transition of your firm is you — today.
Should You Be Managing Other People? How to Tell
Some advisors just shouldn't be managers. That may sound harsh, but I’m not talking about personalities.