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).
Direction Finder: Tell Your Employees Where You’re Headed
It’s probably the most common scenario in independent advisory firms today: employee goes to firm owner demanding a raise, a promotion, partnership in the firm or some combination thereof.
Advisor-Owners: Be Sure to Provide Constructive Criticism to Employees
Providing honest feedback is your job, and the future of your clients and your firm depends on that honesty.
5 Employee Behaviors Owners Shouldn’t Worry About
Owner-advisors need to lighten up if they want improved next-gen employee performance.
The Most Common Self-Defeating ‘Thinking Errors’
Too many owner-advisors too frequently exhibit ‘errors in thinking’ that can undermine their chances and feelings of success. If you want to be happier in 2014, and be a better person to work with, try the solutions to these common thought errors.
20/20 Vision: Why You Can’t Rely Only on a Visionary
How Gino Wickman’s new book, "Traction," helped me better understand the challenges facing the advisory industry.
Making Your Future Happen in 8 Easy Steps
Going independent? Stuck in a trough? Take a snapshot of your goals, share it with your team and go for it.