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Summary: Join us for a webinar on June 6, 2018 at 2:00 PM EDT.
Deciding who joins your team or becomes your successor is a daunting risk-filled task. Learn how to uncover your own strengths and values, and how they impact your decision-making and communication. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications.
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Summary: I say tactless things to clients all the time, but I know these truths add value and differentiate my practice. I think these things are so important, in fact, that I typically make sure I share them with prospective clients, as well. They could work for you, too.
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Summary: Each week, I speak with advisors and entrepreneurs who want to take their business to the next level. As they share the details of their marketing plan, I ask how they came up with the plan. Most often, they reply, “I think this will work.” When asked if they have done any research to confirm it will work, the answer is either “No” or “Well sort of.” While the latter response is better than the first, neither is ideal. Today’s topic includes the biggest and most common marketing problems and how to avoid them.
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Summary: Financial planning development is speeding up, but the pace is not being set by the advisor industry.
Added on May 2018 in M&A Issues
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Summary: [Video] Advisory firms are growing and mergers and acquisitions are getting bigger. Finding the right partner is one thing, but finding someone that can be a cultural and strategic fit is even more difficult.
