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.
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.