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Summary: Most change initiatives – whether intended to boost quality, improve culture, or re-engineer technology – generate only lukewarm results. Many just simply fail. The reality is that no adviser business survives over the long term if it can't reinvent itself.
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Summary: Six months ago, the two advisor partners were on the verge of a divorce. As in many troubled marriages, there was one major issue and lots of little ones—and combined, they had gradually poisoned the relationship.
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Summary: Will 2018 bring a collective embrace of the holistic financial planning model? How will heightened scrutiny from regulators weigh on fees and the delivery of retirement advice? What about robos and artificial intelligence?
Added on February 2018 in Blog
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Summary: When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.
