It's important to listen to other people who have different experiences. Who look different from you. Who are younger than you. Who are older than you. Who speak a different language. Who go to a different church or temple. Who don't go to any church or temple.
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.
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.”
Next-Gen or Now-Gen?
While there are criteria for who can join the classes of Schwab's Executive Leadership program, youth alone is not one of them.
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.
Advisors at a Crossroads
We’re at a crossroads; we’re sitting on the precipice of disaster.
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.”
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.
Dumping Difficult Clients — Gently
Here are some techniques for parting ways with problem clients before the relationship becomes acrimonious.