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Summary: Practice management expert, Beverly Flaxington, provides some time management tips to help advisors deal with disorganized staff. She affirms that some people can do more with less, but many people need a process and structure and someone to delegate to.
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Summary: Research and coaching firm CEG Worldwide counts about 420,000 advisors in the United States, of whom only about 1,200 (less than 1%) have made more than $1 million in net income three years in a row. One hallmark of that elite group is that it has an average of 43 client households, significantly smaller than the 200-plus average that other firms manage.
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Summary:WealthManagement.com asked advisors to submit their resolutions for 2014. Some are business-related, some personal. Some of them may even provide inspiration that you can use for your own practice.
Added on January 2014 in M&A Issues
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Summary: The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.
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Summary: Whether you're at a wirehouse or an RIA, teaching talented young advisers how to bring in business is an issue that must be addressed. The most important thing to remember, though, is that real change has to come from within, and will not happen overnight. But it will happen with a real commitment from both firm and adviser. And, with both the right training and right support, the talented young advisers of today will also become the rainmakers of tomorrow.
