Succession Planning: What Are You Afraid Of?
Here are some questions to help you identify the specific fears that are holding you back from preparing for your firm's future.
What Will Be Your Legacy?
A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
Why Do You Exist?
You have an opportunity to translate your mission — why you do what you do — into a compelling draw for both employees and clients.
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.