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Summary: Many industries benefit society beyond the dollars and cents they generate. Sometimes, the positive societal impact is more immediate and obvious, such as a teacher’s contribution to the growth of young minds, or a doctor’s ability to improve patients’ overall wellness. However, in the financial services industry, the direct benefit may be less widely known.
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Summary: [Podcast] Michael Kitces talks with Creative Planning President Peter Mallouk about how to build a one-stop advisory shop and drive organic growth.
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Summary: [Whitepaper] Goals provide an important framework in which to work, and without clear, achievable objectives it’s hard to focus your efforts on actions that will help your business. These five steps can help you set the goals that will help you succeed.
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Summary: We recently released the 2018 High Growth Study: Accounting and Financial Services Edition, and it confirms what we had been hearing from our clients: a perfect storm of market conditions is hammering the industry and making it difficult to grow. In fact, the accounting and finance industry lags well behind all other professional services (see figure below).
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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."
