0 visitor like this article | Viewed 3984 times | 0 comment
Summary: As an advisory firm the relationships you have with your clients is what I like to call “the secret sauce” of what makes your business successful. The people that work in your firm largely drive the value that is delivered to your clients. So the most important decision you make in the running of your firm is the selection of who joins your firm as a new hire.
0 visitor like this article | Viewed 4153 times | 0 comment
Summary: Look at almost any financial publication these days and there always seems to be a mention of one or more firms getting bigger from organic growth, merger or acquisition. Just from the sheer number of mentions you get the impression bigger is better and a good measure of success. This idea isn’t unique to the wealth management industry. Everywhere you hear about “growth,” “being great,” or “leading the industry” as necessary to survive in business.
1 visitor like this article | Viewed 4003 times | 0 comment
Summary: As firms compete to attract the next generation of talent, there are a few key steps that should be prioritized.
1 visitor like this article | Viewed 4095 times | 0 comment
Summary: Everybody is going digital. It doesn’t matter if it’s books, music, movies, the DMV, or home loans—the movement is to take everything online and do away with paper and increase automation.
1 visitor like this article | Viewed 4123 times | 0 comment
Summary: The very nature of the word planning connotes preparing for a future. As planners, we evaluate current spending and saving, provide a variety of return assumptions based on past history, and confidently tell people how much they need to save so they can retire at a certain age. It sounds so pretty and straightforward. But is it the right thing for clients?
