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.
Overcoming Mental Mistakes That Limit Your Firm’s Success
We create the boxes that limit our thinking; here’s how to break your self-imposed barriers to success.
Next-Gen Advisors Have a Boomer Problem
Young advisors think boomer firm owners are cavemen with boring and inefficient training techniques. Here are the six problems that exist.
6 Ways for Owner-Advisors to Make Mergers Work
My consulting work with advisors—and my own failed merger experience—have taught me these lessons.
Key to Advisor Success: Having the Discipline to Finish
The industry is seeing profits shrink. To reverse this trend, owners should view their firms as “finished” but never “done.”
5 Sink-or-Swim Metrics for RIAs in 2017
The failure of many advisory firm owners to efficiently integrate the flood of new technology into their businesses is killing their profitability.
Your 2017 Incentive Plans: Be Careful What You Pay Staff to Do
One takeaway: Incentives based on individual competition do not motivate employees to work together, nor benefit the firm.
Forget the Elevator Speech: 5 Steps to Telling Your Story
The key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
8 Questions to Help Advisors Comply With DOL’s Other New Rule
Labor’s White Collar Exemption Rule, which changes the rules on which employees get overtime pay, has a deadline of this Dec. 1.
Growing an Advisory Business in a Rapidly Changing Industry
While owner-advisors are aware that something is going on in their industry, most have yet to identify the real problem, so their solutions aren't working.