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Summary: I have met recently with many advisors on the topic of teaming. Even those who run very successful practices with significant growth and revenue can face people-related obstacles. A “team” can be large or small – two partners working together or several hundred people all in the same firm. As you think about ensuring your team is performing as effectively as possible in 2019, here are five key areas.
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Summary: When it comes to retirement, one would think that financial advisors would be as meticulous with their own personal retirement planning as they are with that of their valued client base. This has too often rarely been the case, though, and nowhere is this more evident than in the sunset programs many a wirehouse advisor has agreed to.
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Summary: Because hiring is not easy, and retaining good employees can be even more difficult, we tapped the insights of Caleb Brown, author of the new book "Successful Hiring for Financial Planners: The Human Capital Advantage."
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Summary: I’ve been in the investment advisory business for a long time. I’ve been through a number of significant market ups and downs and have always managed to work with my clients in a way that shows them what I am doing, gives them confidence and helps them approach any changes with calm.
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Summary: The CFP Board’s Center for Financial Planning isn’t just talking about diversifying the advisor workforce, it’s trying to do something about this stubborn problem for the profession, and CFPs themselves are at the center of that solution.
