Forming a Business Partnership: Tips for the Solo Advisor

Posted by Maria Considine King

August 26, 2015 at 1:30 PM

According to a study by the Oechsli Institute, approximately 54 percent of independent advisory practices are solo offices. This might be surprising, but there are certainly benefits of being "the one." You can design your practice around your life, do things the way you believe they should be done, and control the direction your business takes.

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Topics: Practice Management

A Strategy for Success: Delegating in Your Financial Services Firm

Posted by Angela Sarver

August 25, 2015 at 10:00 AM

If you've ever remodeled your home, you've no doubt experienced the joy and the pain of the construction process. It might begin with a small job, one that you can tackle yourself. But as the projects become more complex and more numerous, you may decide to call in extra help, either because you don't have the expertise for a particular task or because completing the work yourself isn't the best use of your time. The same goes for remodeling your business. Faced with growing responsibilities, when is the right time to start delegating in your financial services firm?

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Topics: Practice Management

Leading Multiple Generations in Your Financial Services Firm

Posted by Angela Sarver

August 19, 2015 at 1:30 PM

For quite some time, you've probably heard about the changes that will take place in the workforce when the baby boomers retire. Guess what? Whether you're ready or not, the future is now. According to Dr. Bob Nelson of Recognition Professionals International, an association of human resources professionals, baby boomers (ages 47–66) represent 38 percent of today's workforce, while Generation Xers (ages 27–46) and millennials (ages 18–26) combined represent 57 percent.

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Topics: Practice Management

The Key to Becoming a Top Advisor: "Focus in Motion"

Posted by Maria Considine King

August 18, 2015 at 10:00 AM

Advisors who aspire to grow their businesses often ask me what those at the top of the production chain are doing that makes them so successful. My answer? Top advisors are "focus in motion."

What do I mean by this? Here, I’ll explore some of the key characteristics of top advisors and ways you can put their ideas to work as your practice evolves.

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Topics: Practice Management

Advising the Recently Widowed: How Can You Help?

Posted by Justin C. Duft, JD, CFP, MSFS, CLU, ChFC, CLTC

August 12, 2015 at 1:30 PM

It's human nature to reach out and help people who are suffering. But sometimes it's hard to know what to do or say. This can be especially true when advising the recently widowed on financial matters. How do you go about offering guidance to those experiencing this emotional and financial transition?

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Topics: Financial Planning

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