Managing by the Numbers: Customizing Your Growth Strategy
When I introduced the first benchmarking study of financial advisory firms in 1991, I observed three things.
From Small to Medium: How to Manage Growth Fears
Independent firms' entrepreneurial mindset emerged in the 1980s, when the industry developed two variations on existing business models.
Who Do You Love: Employees or Clients? Tibergien
While serving clients with great care and attention defines your firm's mission, the health of your enterprise depends on employees.
The High Cost of Not Engaging Employees: Tibergien
Have you ever been mismanaged? If so, what we learned from others often predetermines the way we relate to those we are leading.
What Advisors Can Learn From the Gravedigger's Dilemma
How can the financial services profession restore its reputation and attract new talent? Some insights from Hungarian gravediggers.
What Is Your Sustainable Growth Rate?
Believe it or not, many companies fail just as they are poised to take off.
Great Expectations Can't Be Met Without Leadership
As a profession that has evolved substantially out of the brokerage world, financial advisory firms have not always aligned their performance evaluation process with the behavior they seek.
Are You Conflict-Free?
The most appealing position statements in financial services businesses profess a freedom from conflicts of interest.
Diversity: Equal Opportunity or Equal Recognition?
I find it remarkable that some people are still talking about the uniqueness of having a person of color or a woman in a position of leadership.
Should You Pay for Referrals?
Many advisors express concern that they are not growing fast enough with the right clients. But paying for referrals comes with a cost.