Why Do You Exist?
A former colleague of mine who now develops strategy at one of the U.K.'s leading wealth management firms introduced me to Simon Sinek's book, “Start With Why: How Great Leaders Inspire Everyone to Take Action.”
Do You Have a Scalable Business?
Getting bigger is a great objective — if growth can be translated into results.
Hire Slow, Fire Fast
“Most advisors don't have the guts to make the tough decisions,” the advisor said smugly as he described his latest business move.
You (Sometimes) Get What You Pay For
Two subjects tend to surface around this time every year: compensation and valuation.
Tibergien: Are You a Mercenary or a Missionary?
Your firm has a unique culture, whether you craft that culture intentionally or it arises on its own.
Advisors, Show Your Value With Calculated Aggression
Elite advisory firms distinguish themselves in many nuanced ways.
How, and Why, to Raise Your Fees
Many advisors, oriented more toward helping people than making profits, hesitate to raise fees. But does your pricing represent your value?
The Price of Dithering on Exit Planning
One of the hardest decisions for a business leader to make is when to exit.
Going Back to Basics to Rebuild Our Business
A number of factors are putting the future of our business in peril. What are you going to do about it?
Managing Employees Is a Chemistry Experiment
In the advisory business, a couple of events typically cause a rush of exhilaration: landing a big new client and hiring a great new talent.