5 Metrics for Your 2015 Strategic Business Plan
If the focus of your firm's metrics only includes AUM and production, you're missing these other valuable measurements of success.
Need Professional Help? If You’re Looking for a Successor, Hire a Recruiter
When it comes to hiring a successor, using a professional recruiter is not really an option any more: You just need to do it.
Firm Builds Niche Client Base of Pro Baseball Stars
Winpoint's Joe Geier, advisor to Cal Ripken Jr. and dozens of other pros, tells the story of how he broke into advising MLB stars.
The Importance of People Skills
It may surprise you to hear that one of the main points that the Army stresses when training its officers is that to command effectively, it’s important that your subordinates like you.
Think Like an Owner
The veteran advisor who has built a billion-dollar wealth management firm says there’s one troubling issue he and his owner-advisor peers share.
How to Think Like An Owner
Junior advisors who learn to think like owners have a far greater chance of achieving that goal.
From Financial Pupil to Financial Planner
A young planner shares her experience moving up the ranks from a financial planning student to a full-fledged advisor.
5 New Year’s Resolutions for Bullish Advisors
An SEI Advisor Network survey identifies the key business-building steps today's bullish advisors intend to take in 2015.
The Real Value of an Advisor: 'Risk' and 'Managing'
Are your conversations with your clients about the 2014 markets different than in 2008-2009? We focus on helping clients understand what we mean by risk and managing.
A 6-Point Advisor To-Do List for 2015
Love that bull market, but to succeed next year no matter how the markets behave, you'll need to follow these six steps.