From ThinkAdvisor
0 visitor like this article | Viewed 4106 times | 0 comment
Summary: These days, with the stock market rising to record levels while advisors face margin compression and increased competition from robo-advisors and breakaway brokers, more firm owners than ever are reaching out to business consultants for help. Yet in my experience, many of those firms won't get the help they need — or maximize the help they get — for one simple reason: Their owners aren't ready to work with a consultant.
From InvestmentNews
0 visitor like this article | Viewed 3571 times | 0 comment
Summary: As we continue​ exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition
From WealthManagement.com
1 visitor like this article | Viewed 3598 times | 0 comment
Summary: What do your clients think about you? We talked to Hedy Ratner, a 75-year-old Chicago resident, about what’s really on her mind.
From Cruz Consulting Group
1 visitor like this article | Viewed 4320 times | 0 comment
Summary: A performance management process is best when it links execution to compensation. That, in turn, encourages employee engagement.
From InvestmentNews
0 visitor like this article | Viewed 4012 times | 0 comment
Summary: Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience.
