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.
What Advisors Can Learn From ‘Conan the Contrarian’
Let's examine some common assumptions — fee compression, robo competition, the coming wealth transfer — in light of the facts.
Stop Blaming Millennials for Bad Management
I am beginning to think that the financial advisory business is suffering not from a talent shortage, but from a management shortage.
Wealth Is Not a Niche
In the height of conference season, I have the opportunity to engage with hundreds of advisors on a variety of topics.
4 Factors for a Fair Deal
Do you wish to strike a deal for your firm? What sort of deal is best for you?
An Advisor’s Last Challenge: Bowing Out Gracefully
Advisors like to say that clients depend on them for everything, yet that doesn't always extend to how clients are served after the advisor departs.
Aligning With Your Message
When asked about their most valuable asset, advisory firm leaders typically laud their organization's people.
Are You Zooming In or Zooming Out? Challenging Conventional Strategic Planning
John Hagel, co-chairman of Deloitte's Center for the Edge, says the best-performing companies deploy a strategic planning approach he refers to as “Zoom In-Zoom Out.”
The Price of Independence
What do you mean by independent? Using vague language makes it difficult for consumers to tell the difference between a zebra and a horse.