Run (Your Business) Like a Girl
Do women make better financial advisors? I don't know, but I can say with some certainty that female advisors do make better advisory firm owners.
Why You Should Use Team Bonuses Based on Firm Revenue
It would be a shame for advisors to confuse David Grau's and Michael Kitces' aversion to individual revenue-based bonuses with team bonuses.
Your Corporate Culture: The Party You Throw Daily
To build your corporate culture, approach it the way a professional party planner would.
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.