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.
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.