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Summary: A few years ago I was given this golden rule of thumb when meeting business principals.
If we meet in their office and I get the tour, things are good. If we meet at a local cafe, not so much.
It’s a great yardstick and it works every time. Try it if you have business clients.
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Summary: A succession crisis looms over our industry like a wall of bricks falling in slow motion. After years of reports beating the drum about our graying industry, there are still too many advisors who have no idea what will happen to their firms after they retire.
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Summary: Less than 2% of the job-seeking candidates are interested in positions that involve “rainmaking” or “marketing. This is key finding from a recent poll my company did with one of the industry’s leading recruiters, Caleb Brown’s New Planner Recruiting, in which we asked candidates about their attitudes toward the jobs they are seeking.
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Summary: In my consulting practice, I frequently get asked the same question: What are the ingredients that go into a compensation plan?
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Summary: Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
