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.
To Motivate Employees, Listen to Them
Advisors tend to be "people people," yet too often they fail to apply their people skills to their employees.
Letting Go to Get to the Next Level
Advisors need to understand that what got them to this level is not going to get them to the next level.
Owner-Advisors: In Making Decisions, Be Like Ulysses S. Grant
Most owner-advisors can’t make decisions because they are afraid of making a mistake. You can’t grow a business with that perfectionist mentality.
Listen Up, Advisors: Only Fire Clients When It Makes Sense
You may have learned about how to fire a client, but not about the most important factors in this decision: hiring and timing.
The Single Most Important Factor for Improving Your Firm’s Performance
If you are trying to give your advisory firm a makeover, here’s how to avoid setting yourself up to fail.
Thinking of Cutting Back on Financial Planning? Don’t.
It’s hard to make a solid dollars-and-cents argument for providing financial planning services, but it’s the foundation for the bond between advisor and client.
The Big Secret to Getting Client Referrals—and You’ll Hate It
You might think these six steps are silly or beneath you, but believe me, they work.
The 6 Ways to Build a Successful Corporate Culture
Forming a corporate culture that everyone embraces will not only make your firm a better place to work, but will increase your chances of success.
Leadership Teams Put the Success in Succession
When most owner-advisors talk to me about succession planning, the first thing they tell me is the value of their business (based on a recent valuation or a model formula).