Direction Finder: Tell Your Employees Where You’re Headed
It’s probably the most common scenario in independent advisory firms today: employee goes to firm owner demanding a raise, a promotion, partnership in the firm or some combination thereof.
Advisor-Owners: Be Sure to Provide Constructive Criticism to Employees
Providing honest feedback is your job, and the future of your clients and your firm depends on that honesty.
5 Employee Behaviors Owners Shouldn’t Worry About
Owner-advisors need to lighten up if they want improved next-gen employee performance.
The Most Common Self-Defeating ‘Thinking Errors’
Too many owner-advisors too frequently exhibit ‘errors in thinking’ that can undermine their chances and feelings of success. If you want to be happier in 2014, and be a better person to work with, try the solutions to these common thought errors.
20/20 Vision: Why You Can’t Rely Only on a Visionary
How Gino Wickman’s new book, "Traction," helped me better understand the challenges facing the advisory industry.
Making Your Future Happen in 8 Easy Steps
Going independent? Stuck in a trough? Take a snapshot of your goals, share it with your team and go for it.
Achieving Awesomeness: The 7 Real Traits of Successful Advisors
From working with many great owner-advisors, these are the traits they tend to share. (Hint: being a slave to benchmarks is not one of them).
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.