The Advisor’s Journey to CRM Success, Pt. 1: Mapping It Out
In the first post of our series, we map out the steps to choosing and implementing a new CRM system.
Curian Closure Has Rivals Ready to Strike
As the firm, with $12 billion in assets, prepares to shutter, competitors are clamoring for its clients and advisors.
Coaching and Consulting: What's the Difference?
Ray Sclafani's ClientWise is a coaching business, so what's the difference between coaching and consulting? Sclafani calls that his “favorite question.”
Schwab Goes Big on RIA Training
When even veteran advisors say that Schwab's Executive Leadership program is “by far the best thing Schwab's ever done,” you begin to pay attention.
8 Tips for Preserving a Firm’s Culture Post-Merger
Greg Friedman of Private Ocean and Brent Brodeski of Savant Capital suggest these steps to maximize success.
When a Growing Firm Is Actually a Bad Sign
At the end of April, we launched our Kaleido Scope advisory firm business assessment, a free online valuation that enables us to give firm owners an overview of how their firm compares to a well-run firm.
Mergers and Aspirations: Friedman, Brodeski Share M&A Success Stories
Deals can't be just about the money. Two advisors with experience say make the focus a new culture and better talent.
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.”
How to Hire for a Financial Planning Residency Program
Many financial planning firms have found hiring a resident financial planner alleviates some of their pain points and assists with growth.
Dumping Difficult Clients — Gently
Here are some techniques for parting ways with problem clients before the relationship becomes acrimonious.