How Do You Know When Client Service People Are Good?
We recently received an email from an advisor asking how we assess the performance of client service staff in independent advisory firms.
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Enjoy It While It Lasts
During my 30-year career as a financial journalist (wow: that's sobering), I’ve witnessed four major market downturns: in 1987, 1991, 2001 and 2008.
Run (Your Business) Like a Girl
Do women make better financial advisors? Angie Herbers doesn't know, but she says "with some certainty" that female advisors make better advisory firm owners.
Investing in Yourself
Without a good business foundation, it's very difficult to make smaller changes work successfully.
10 Luxury Items the Super-Wealthy Must Have (and Insure)
Watch out: the cost of these high-end goods goes well beyond the sticker price.
Come Together (for Fiduciary Best Practices)
Knut Rostad's thoughtful white paper calls on the advisory industry to set fiduciary best practice standards.
The Death of the Rainmaker
The days of the rainmaker are over. From Angie Herbers, here are four steps to a client acquisition process that really works.
The 5 Traits of Great Client Service People
Remember, advisor-owners, great client service comes from great client service people. Here's what to look for.
New Hire Roundup: CFTC Names Goelman Enforcement Chief
Grace Vogel joined PwC’s financial services regulatory practice, and the Hedge Fund Association named three women to leadership positions.