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Summary: To be sure, client assets and revenue are the lifeblood of the financial advisory business, and advisers who can boost those metrics for their firms continue to be rewarded considerably beyond their base salary.
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Summary: Teeing up the technology TED talks, Bruckenstein gave his best advice on how to evaluate the many new products, platforms and vendors focusing on developing the key tools, solutions and resources to help advisors run a better business.
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Summary: The first step of succession planning is recognizing you have a problem: you are not going to live forever. Advisors often think they will work until they die, ignoring the high probability that an illness or disability could cause them to leave the business before they leave this earth. Succession planning is like retirement planning for clients: the longer you wait, the fewer options you have for transitioning the business when you need or want to.
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Summary: While we all like to think that we’re unique and possibly extraordinary, I’ve found that most advisory firm owners tend to limit themselves due to a relatively short list of fears. The good news is that these fears usually can be managed once you’ve made the commitment to face them. Here are the most common fears that hold owner-advisors back:
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Summary: Growth ambitions can easily cloud smart judgment calls. Sometimes advisers forget to look before they leap when they want to land a new deal or venture. And what happens next can result in wasted expenditures, hidden costs and ineffective results. Let's look deeper at a few mistakes firms make that could keep them from growing.
