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...
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...
My last two blogs address hiring a consultant (Should You Hire a Consultant? & The Discovery Process of Your Consultant). So let’s talk about the next step. So, you’ve hired the consultant that fits you best and they’ve conducted an extensive discovery...
The Discovery Process. You know why it’s important. This is part of what makes working with financial advisors so easy for us. You folks get the importance of the discovery process. My last blog dealt with helping you decide whether or not a...
Why & How? In my next few blog posts, I will explore the why and how of “letting go of the vine” or learning how to delegate and elevate yourself to a true leadership position. Why is this important? Most of you know why but I’ll list a few reasons...
