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Summary: When I changed careers from medicine to financial planning in 2004, my big idea was to take care of my closest 20 physician friends — and not work too hard doing it.
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Summary: Do you have a plan for the future of your firm? Mentoring new college grads is a great answer.
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Summary: It’s summer. Your number one client has a child who will graduate from college in a year, and they need to start building work experience. Your client asks you to do them a favor and take him on as an intern.
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Summary: Bert Herzog III doesn't have plans to step aside anytime soon from Executive Wealth Management, the Brighton, Mich.-based advisory firm he founded in 1981. But the 61-year-old already has a plan in place to ensure that his $900-million investment advisory firm that manages money for 3,000 households will continue for decades after he leaves.
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Summary: According to Gallup’s State of Employee Engagement 2018 study, companies with engaged teams have dramatically higher job retention rates and lower absenteeism, higher productivity and greater profitability. For advisory firms whose business model is built on client retention, your team is what drives your value proposition. Since the average headcount of most firms is six employees, this means that even if one employee is not fully engaged or decides to quit, a huge burden will be placed on other members of the team.
