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Summary: [Gallary] 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: A year ago, I visited a financial advisory business where the older, more senior advisor was at odds with the younger, more junior advisors. The next generation was avoiding talking with the owner as he was always “grumpy” and seemed to show them no respect.
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Summary: [Podcast] Wealth planning is an increasingly complex endeavor, and no advisor is an island. Assembling the right team of professionals and support staff to best serve the oft-disparate needs of your clients is essential to success. In this week’s episode, Craig and Patrick discuss how to identify and secure team members that are right for your firm.
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Summary: According to The BEI 2016 Business Owner Survey Report, 83% of business owners have no written Exit Plan, even though only 9% of owners claim that they want to stay in their businesses forever. We’ve discussed how a failure to have an Exit Plan—even if owners have no interest in exiting—can do harm to a business’ value. But does the same idea apply to business owners who actively plan to die at their desks?
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Summary: Year-over-year, an increasing number of the most successful RIAs and fee-based advisors say Generation X investors will be their primary target over the next 12 months — and a top driver of profitability for their practice. But Gen Xers have clear preferences that make them unique, especially when it comes to technology, the human touch and the importance of trust.
