Embrace Selfishness for Success, Women Advisory Firm Owners
Women can be great advisors, but we also come with our own set of challenges that can create conflicts as business owners.
The Wisdom of Doing Nothing: 4 Scenarios for Advisors to Consider
We like to think the job of an advisor-owner is to take action, but here are four times when the right action is doing nothing.
Getting Your Succession Planning Back on Track
To move beyond any roadblocks in the process, write a heartfelt letter to your successors to get reconnected to the ultimate goal.
Six Steps to Train Your Client Services Team
To grow your firm, build a support team so your advisors can do what they do best: advise.
One Reason for Young Advisors' High Turnover Rate: Triangulation
As owner-advisors grow their firms by adding more advisors, it’s important that they focus as much attention on personal dynamics as they do on client service.
Retreat, Hell! Downsizing Need Not Be a Dirty Word for Advisors
No matter how you define it, success is personal. For some advisors, bigger is not better.
Think Big, Stay Small: How Outsourcing Can Grow Your Firm
We’ve found outsourcing to be so beneficial to the growth of an advisory firm that we build systems into our client firms to create trigger points that tell us when to bring in specific outsourcing partners.
Warning, Owner-Advisors: Your New Rainmakers Have to Do It Their Way
Finding a new rainmaker is essential to the future of most firms, but the most successful rainmakers are advisors who have found the approach that's right for them, not for you.
Advisor Owners: Lose Some Control to Empower Your Employees
Ironically, to achieve greater firm success, you should get comfortable with giving up some control to your staff. Do you want to be a supervisor or a resource leader?
Follow the Money in Succession Planning
You might think that financial advisors are financially savvy, and when it comes to personal finance, they usually are.