The number one reason we are called to assist Financial Advisors on a retainer basis is they know they either don’t have the right staff or they may have the right staff in the wrong seats. How can you prevent this from happening? Get some help in hiring your staff...
Frequently, I have calls with advisors and they say “I really want to get started on making some changes” and they “really want to do it now” but gosh, there are just do many other things they need to do first. If I had a nickel for every time I’ve heard this…well,...
Implementation is the hard part! You pulled your team together, you researched, you brainstormed ideas, you did a SWOT analysis and now you have your shiny strategic plan. You’ve done the hard part, right? Wrong! The hard part is just beginning. ...
Top 10 Reasons a Coach Can Help You Achieve the Firm of Your Dreams! So, we come in all “shapes and sizes” as they say. The word “Coach” or “Consultant” may bring to mind “the Bobs” from the movie Office Space. But truth be told, that’s not what most of us...
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...
