Blog

Are You Positioned For Growth?

Like most Advisors, I’m sure that growing your revenue is a top strategic priority.  Hopefully, you have your Business Development plan in place and are getting plenty of client referrals! This, of course, is going to require great team members to service these...

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Want to Work from the Beach?

Do You Want to Build a Firm that Runs Without You? I do, that’s my number one goal…to be irrelevant as soon as I can but still get paid by the firm I founded.  Can this be done?  Yes, it can!  I’ve assisted in making it happen with past and current...

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The Importance of Firm Culture

Firm culture can either propel you towards achieving your goals or hold you back, there isn’t much middle ground.  Firm culture can be described as the personality of your business, and it is embodied by you and your employees. Culture is often set as an example...

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Are You Creating Capacity for Growth?

According to the recent study by Investment News, advisory firms are continuing to grow at a pretty healthy clip although sources of revenue have shifted (here is a link to the Executive Summary -Investment News Study of Pricing and Profitability - Executive...

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The Importance of Hiring Great Employees

Many employers wait until they need a new person before they start posting job ads and looking for the new employee.  This will often lead to the knee-jerk reaction of “we just need to get a body in here.”  “Just a body” is never what businesses need unless...

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It’s All About Implementation!

If you’ve been to my website recently, you will see a quote by Guy Kawasaki “Ideas are easy. Implementation is hard”.  Short, sweet, to the point.  Like you I’m sure, I used to go to conferences when I was a COO of a financial advisory firm, great...

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