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Summary: You have probably used the word “teamwork” when communicating how to get things done efficiently and effectively in your practice. But do you know how RIA firms actually go about creating high-performance teams?
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Summary: One of the most common misconceptions regarding succession planning is: “I’m young and healthy. I’ll think about succession planning when I’m closer to retirement.”
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Summary: We all know it takes many years and plenty of gray hairs to build a great financial advisory practice, right? Maybe not. If you do it correctly, you can build a successful business much faster than you may have ever thought possible. Research by my firm, CEG Worldwide, has found a select group of advisors who are green in terms of experience, but are generating great success in their businesses.
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Summary: It used to be that Twitter users were focused mostly on getting the highest number of account holders to follow their string of tweets. While a certain bulk of followers will always be important, it takes more than just a mass following to be considered influential on the 140-character social media platform.
