The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
The Best Advisor Succession Planning? Internal Sales, With a Comp Switch
David Grau Sr.'s new book is essential for firm owners and potential buyers. One argument: change the basis of advisor comp from revenues to profits.
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
Advisor: Do You Have an Abundance or a Scarcity Mindset?
What's true for clients is true for advisors. How you view the world—with an abundance or a scarcity mindset—makes a difference in your behavior. Choose.
CFB Board Creates Another Three-Bucket Mess on Compensation
Rick Kahler’s "fee-only" trouble demonstrates the limitations of the CFP Board’s compensation rules.
Robo-Advisors and Online Financial Advice: The Difference
In the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
How to Succeed as an Introverted Financial Planner
Extroverts may be held up as the ideal—especially in financial planning, where it's all about relationships—but introverts have much to offer, especially to clients.
3 Ways Advisors Must Change to Survive Robo-Advisors
Financial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
3 Lessons for Advisors on Service and Pricing From the Airlines (Really)
The airlines clearly display their tiers of service and pricing, and provide perks valued by their customers.
SAGE Scholars: A Loyalty Points System for Paying College Tuition
Looking for some perks to provide clients at low cost but with high satisfaction? Introducing SAGE Scholars.