All About Joni
"If there’s one thing I’ve learned about advisors, it’s this: If you want them to use something, put it in an Excel spreadsheet.”
Key Traits of Successful Practices
Like most advisors, Joni Youngwirth is an inveterate searcher of wisdom.
The Advisor as Inspirer
How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.
Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow
We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.
A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees
How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday chair massages. Forward-thinking advisory firms are looking to boost employee buy-in and morale.
Pursuing Practice Excellence: The Conversation
At Investment Advisor, we like to think that we do a pretty good job covering practice management.
2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.
The financial advisor’s job has never been more complex. But in a departure from traditional thinking, business development leaders are urging advisors to do something that seems almost counterintuitive: Keep it simple.
Commonwealth Financial Reports Top-Line Growth for Reps in Coaching Program
The 40 participants in BD’s inaugural Power in Practice program saw GDC increase by an average of 24% to 44% over nonparticipants, company reports.
Building Bridges; Global Tech; Profit in Any Direxion: February Investment Advisor—Slideshow
Succession planning is a hot topic nowadays, and as the advisors who led the industry grow old and retire, younger advisors are looking for their spot in the industry.