The Conversation: How Young Advisors Can Spur Owners to Succession Planning
The story of how my longtime friend Eric Hehman of Austin Asset became a partner and CEO at his firm.
Shawshanked: Why Advisor Benchmarking Studies Fall Short
The only real measure of an advisory firm’s success is how well it resembles what the owner(s) want today and in the future.
Why Owner-Advisors Should Transition From Being the Star to the Owner/Coach
Early in the growth curve of independent firms, the whole team becomes “the business.” Owners should treat employees not as helpers but as key personnel.
The Fatal Succession Planning Mistake
Consider this your warning: If you’re focusing too much on this part, your internal succession plan is at risk.
Time to Quit: 4 Reasons to Leave Your Advisory Firm Job
Yes, it may be a last resort, but when these situations occur, it’s time to go (firm owners, pay attention).
One Thing: Why a Singular Focus Is Critical to Building an Advisory Business
Proud of your multitasking skills? Don't be. Instead, try focusing on one thing at a time.
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.