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Summary: To financial advisers Stephanie Guerin and Kelly Hokanson, less means more. When the duo launched their firm, The Planned Approach, some 12 years ago in Prairie Village, Kan., they were in intense growth mode from day one. “We took anyone who breathed as clients,” Ms. Guerin says.
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Summary: A simple strategic plan can help you stay focused and influence where your business ends up. This roadmap can also facilitate accountability: Give your staff members responsibility for implementing it, and evaluate them on their success. Here are a few insights from leading advisors on setting strategic priorities, keeping initiatives on track, and getting staff engaged in the process.
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Summary: A panel comprising four members of Pershing’s advisor-focused brain trust took to a New York stage Monday afternoon in a Discover 2014 session that addressed a wide range of topics, from the shrinking broker-dealer ranks to robo-advisors to which advisors (and their partners) will thrive next year and beyond.
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Summary: Financial advisors often see the small-business owner demographic as a desirable place to position themselves, yet many are unprepared for the various challenges and issues that present themselves when working with families who own successful businesses.
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Summary: In my previous blog posting in this series (Coaches Corner: Nixing the Top 4 Excuses for Not Building Systems), I addressed the four most common advisor excuses for not establishing standard operating procedures and how to move past those excuses. Systems, standard operating procedures, processes, work flows or whatever you want to call them are primarily designed to be training aids and to ensure continuity in service to clients when staff changes occur.
