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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.
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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.
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Summary: As firms compete to attract the next generation of talent, there are a few key steps that should be prioritized.
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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.
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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?
