Don’t Let Your Business Control Your Life
Money and business are inherently selfish and will overwhelm advisors who lack direction.
Continuity Planning: The Missing Link in Most Succession Plans
While the industrywide lack of succession planning has been largely addressed, I find today’s plans often fail to address an equally serious problem for clients.
The Face in the Mirror: Admitting (and Overcoming) Advisor Fears
In my experience, most business owners need help dealing with failure, which most folks don't want to deal with, let alone read about.
The Key to Success Is Often What You Don’t Know
“It’s not the things we don’t know that get us into trouble, it’s the things we know that ain’t so.”
Set Up to Fail: Bosses Create Problem Employees More Often Than You Think
I can’t tell you how many times an owner-advisor client has come to me about an employee who is “not working out.”
Win the Talent War by Aligning Values With Growth Objectives
Well-defined core values give owner-advisors direction in hiring qualified candidates.
How Advisors Should Respond to Fee Challenges by Clients
More clients and prospects are asking about advisory fees these days, and some of those discussions are resulting in lower fees. What to do?
How Not to Behave With Bulls. Literally.
State Street’s “Fearless Girl” statue: Good art, fine intentions, misdirected message.
Unicorns, Skittles and the Delusions of Bull Markets
Advisor-owners tend to change their behavior and expectations in bull markets. But is it really different this time?
The Problem With Client ‘Satisfaction’ and ‘Engagement’
When assessing how satisfied or engaged another person (or client) is in a relationship, that person’s actions, not words, say it all.