Diamond Teams: Successful Advisory Firms Are Works in Progress
Perhaps the biggest mistake advisory firm owners make is to assume there is a model or a template for building a successful advisory firm.
Peyton Manning’s Last Lesson: Knowing When to Quit
People tend to love what they do. For advisors as well as athletes, it’s time to quit when you don’t love what you do anymore.
When Making Clients Happy Isn’t Enough
While doing right by clients is an essential element for an advisor's job satisfaction, it's not the only element, Angie Herbers writes.
Being a Fiduciary Is a Long-term Investment
Will moving from a registered rep model to a fiduciary RIA significantly boost your business? You’re asking the wrong question.
4 Ways Owner-Advisors Can Get Back Their Mojo
Your confidence as an owner is your biggest asset, so here’s how to maintain it (or get it back).
The 4 Styles of Advisor Leadership
Firms are more successful when their leaders play to their own strengths. Which type of leader are you?
What Advisor-Owners Can Learn From Peyton Manning
Russell Wilson’s praise for Peyton Manning leads to six guidelines to improve your "work in progress" advisory firm.
Failure Sucks: To Succeed, Embrace Success
Despite the common "wisdom" that failures lead to success, in our work we find there's almost nothing good about failure.
How to Make Owner-Advisors' Lives Less Lonely at the Top
As firms grow, owner-advisors have to adapt to new roles, which can be good for everyone.
3 Steps AUM Advisors Should Take Ahead of the Next Market Downturn
Should we be on the verge of a significant market correction — and even if we're not — take these business-protection steps now.