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Summary: Pricing is one of those topics where you start off talking about pricing, next thing you know you find yourself swiftly progressing to service offers, client engagement and value propositions and….
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Summary: In the past, the small business owner could get by without being an active CEO. But those days are long gone! Today, you must wear many hats (or hire others to wear them) — including HR manager, marketer and CFO — to keep your firm healthy and growing.
So where do you start? Here are six best practices to help prioritize your mental checklist.
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Summary: In my conversations with advisors and firm owners over the past year, I’ve heard a repeated lament: There is too much competition for top talent. Rivals are snapping up the strongest candidates, offering more money or more flexibility. Sometimes firms lose out because they are too slow to make an offer.
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Summary: These days, wealth management clients are doing much more work today than they used to. Additionally, there’s a lot of price pressure, thanks to technology. The key for today’s advisors is to work smarter, rather than working harder—especially when providing value to high-net-worth clients.
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Summary: Life seldom takes you where you expect. Since 2008, Life Planning Partners has grown to four advisors and an office manager with a part-time administrative assistant. We now serve 95 client families: Our niche is the millionaire-next-door DIYer who recognizes that their finances have become too complicated to do well on their own.
