A 6-Point Advisor To-Do List for 2015
Love that bull market, but to succeed next year no matter how the markets behave, you'll need to follow these six steps.
A Good Executive Assistant Will Change Your Life
We’re not talking about a glorified secretarial position, but rather a chief of staff for your firm.
Owners, You Gotta Learn to Share
To get the most out of junior partners and ensure a successful succession plan, owner-advisors need to share ownership.
4 Lessons Peyton Manning Can Teach Advisory Firm Owners
Once a firm owner decides to grow the firm beyond some clerical help, a successful advisory firm is a team game.
Buying High, Selling Low: Are You Ready for the Next Downturn?
During market run-ups, many advisors tend to run their firms as if the market will rise forever. It doesn't have to be this way.
‘Strategic’ Lying: To Get the Job, Tell Advisors What They Want to Hear
We don't countenance dishonesty in the employment process. Rather, as a job candidate you should show firm owners that you can help solve their problems.
How Do You Know When Client Service People Are Good?
We recently received an email from an advisor asking how we assess the performance of client service staff in independent advisory firms.
The Rainmaker’s Reign Is Over
Firms that rely on one or two rainmakers will find themselves struggling to keep up. It's time for a new strategy.
The Other Benefits of a Marketing Plan
A solid marketing program combined with an emphasis on consistently great client service (and away from rainmaking) will increase outside prospects, referrals and closing ratios.
4 Reasons to Get Beyond the Single-Rainmaker Model
Once owner-advisors get past a rainmaker mentality and create a marketing foundation within their firms, executing a solid marketing plan can have many benefits beyond simply attracting prospective clients.