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Summary: As wealth advisers, we spend our days elbow deep in portfolio management, estate planning, market analysis and other endeavors important to the financial success — and ultimate satisfaction — of our clients. Yet more goes into building a truly exceptional client experience than an adviser's individual expertise or experience. Successful firms intentionally cultivate a culture that provides support and opportunities for their employees to thrive, their businesses to grow, and for their clients to become advocates for the teams that advise them.
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Summary: J. French Hill is thinking through a challenge many financial advisers face — transitioning out of his practice — but is doing so not because of declining health or pending retirement. His change involves a possible career move to Capitol Hill.
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Summary:Starting a niche business can be very difficult. It’s hard to be a specialist for a particular type of clientele or need that they face from day 1; it takes time to learn the issues and the pain points, and acquire the knowledge and expertise. And even once you have the knowledge and expertise to provide the solutions, there’s still the simple challenge of actually finding clients to whom you can deliver those solutions! After all, it’s not enough to just know how to solve the problems of your target clientele; ultimately, people do business with people they know, like, and trust… which means even after getting the expertise, you still have to become known, liked, and trusted.
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Summary: A contingency plan is the first step in a succession plan. If you can take that first step, you are closer to your goal of safeguarding your clients, your employees, the value of your firm and your families. In this artcle, Mary Ann Buchanan provide 3 actionable steps to begin your contingency plan.
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Summary: One of the hardest decisions for a business leader to make is when to exit. This is also one of the most important decisions. This choice informs every other aspect of management, from the people hired to firm branding to client relationships. It also directly impacts the leader and those who depend on him.
