Yep, it’s that time of year again. Time to prepare for 2021 and I know most of us will be glad to see 2020 go. Yikes, what a year! Most of you know in your heart of hearts that having a strategic plan is extremely useful to meeting your goals but you may not know...
Tip #2 – How do you motivate the right behaviors in your firm? Depending on where you live, you are in your 2nd, 3rd, 4th, etc. week of a “stay at home” order. Here is Louisiana, we are a hot spot with the Covid-19 most likely coming into the state during Mardi...
Tip #1 – Get your firm’s job descriptions & accountability chart nailed down. So, as I’ve been speaking with my clients, most of who are on “work from home” orders (me too) and they are finding they have time to work on some outstanding projects. They have had...
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...
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. ...
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...
