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Summary: You became an advisor to help make a difference in your clients’ lives — not to manage people. And yet, here you are with a team. Many advisors struggle to get their teams to generate high-performance results. In our coaching programs, we estimate that more than 80% of advisor teams aren’t getting the results they want.
Added on August 2017 in M&A Issues
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Summary: RIA owners often ask “What is my firm worth?” Many believe valuation multiples are relatively uniform across the RIA spectrum. In fact, valuations vary greatly, and are driven by what we call “sustainability.”
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Summary:We are creatures of habit. If you are like me, your morning routine includes a quick cup of coffee with the TV on in the background as you get ready for the day. Same channel. Every day. Whether we know it’s happening or not, our world view is shaped by what we see and hear day in and day out.
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Summary: Are your ears ringing? They should be. Because right now, someone you don't know is probably talking about you. Or checking out your profile on LinkedIn. Or reading something you've written, trying to decide how smart you sound.
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Summary: Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial advice industry shy away from making similar categorical offerings to our clients? The future of retail, technology and marketing is personalized— and your firm service offering should be too.
