Scaling Your Financial Advisory Practice, Supernova Style

Posted by John Reid

September 27, 2017 at 1:30 PM

When I was in fourth grade, I bought my first album on cassette. So began my music library! Over the years, I've watched shoe boxes of cassettes and towers of CDs turn into hard drives of mp3s. Although I'm reluctant to let anything go, even the music I don't necessarily like, at some point you have to clean house.

Read More

Topics: Practice Management

5 Questions to Ask When Reviewing Your Book of Business

Posted by Maria Considine King

September 26, 2017 at 10:00 AM

As a first-generation Scot, I grew up hearing the phrase "to be at sixes and sevens." My mother would say it when I seemed unsure what path to take. The remedy? Review my priorities and determine the appropriate next step.

Read More

Topics: Practice Management

A New Reality for Advisors: Responding to the Death of Clients

Posted by Joni Youngwirth

August 30, 2017 at 1:30 PM

In a sign of changing times for our industry, the oldest baby boomers reached age 70 in 2016. What does this mean for financial advisors? Over the next decade and beyond, it’s likely that you’ll find yourself attending to the needs of grieving survivors, as well as responding to the death of clients. Do you have a plan for how your firm will deal with this new reality?

Read More

Topics: Practice Management

Now That's Teamwork: Offering Staff an Ownership Stake

Posted by Maria Considine King

August 23, 2017 at 1:30 PM

What’s the true meaning of teamwork in the workplace? For many advisors I speak with, it often comes in the form of willingness to cede control, to share, to listen, and to give team members the time and place to express their thoughts about the business. But a number of advisors are choosing to take this notion a step further by offering staff an ownership stake in their financial services firm. In fact, this can be one of the most effective ways to promote retention, engagement, and succession—and ensure the long-term success of your firm.

Read More

Topics: Practice Management

Balancing Growth and Capacity in Your Financial Services Firm

Posted by John Reid

August 22, 2017 at 10:00 AM

Are you and your staff short on time? Has a flat service model resulted in too many client meetings, new clients who are just not the right fit, and busy days that seem never-ending? If any of these scenarios rings true for your practice, something needs to change! Specifically, an upward shift toward increased scale and capacity may be in order. But how?

Read More

Topics: Practice Management

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us