Added on April 2018 in Form an RIA
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Summary: [Whitepaper] Advisors know that building and growing their business requires setting goals. For some, though, setting goals poses considerable challenges. Follow these five steps to set the goals that will help you succeed.
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Summary: Recently I’ve asked top-performing advisors this simple question: To build a high-performance team, which of these three factors is the most important.
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Summary: I am often asked about how best to turn managers into leaders. It is hard because most are not trained to be leaders. Many great educational programs focus on technical skills, but disregard the soft skills needed to make best use of those technical skills. Thankfully, this is changing in many programs, but for in this week’s column, I offer some thoughts you can use to assess your own leadership skills and approach, and inform your current and future leaders.
Added on April 2018 in Form an RIA
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Summary: Robert Karn wants to beef up his administration staff with a detailed-obsessed hire who really loves paperwork and has a Series 7. But, he’s not finding any qualified takers.
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Summary: While all advisory firms have to come to grips with succession planning, smaller RIAs are especially vulnerable to taking a big financial hit if they don't have a strategy in place for the loss of a principal.
