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How to Get Employees to Lead Themselves

Added on April 2023 in Manage Your Practice
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Subject: Reframe professional development review meetings to put the onus on the employee to hold themselves accountable.

 

Please don't make me download your conference app

Added on April 2023 in Manage Your Practice
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Summary: It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.

Sell The Firm, Not Just Yourself

Added on March 2023 in Manage Your Practice
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Summary: Are you an extrovert? The answer is probably yes because according to CareerExplorer.comfinancial advisors score highly on extroversion. Successful advisors believe in themselves. Many years ago, when managed money and asset-based pricing was making its debut, I asked an advisor how they answer a prospect’s question: “What do I get for my 1%?” The advisor looked at me and replied: “You get me.” For an established relationship, this makes sense because the client has firsthand experience of what the client does for them. When it’s a new relationship, it might take more convincing to get the prospect to say yes.

Emerging RIA Trends That Can't Be Ignored

Added on January 2023 in Manage Your Practice
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Summary: As DeCenso explains in the Q&A dialogue presented below, the prospects for growth remain highly compelling. Simply put, as the financial lives of Americans at all wealth levels grow increasingly complex, the services of skilled advisors are in higher and higher demand.

5 Trends Shaping Wealth Management in 2023 and Beyond

Added on January 2023 in Manage Your Practice
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SummaryEach year, industry players sit down and read the tea leaves to spot the subtle yet dramatic changes happening in the independent wealth space and to identify the key underlying themes that will shape the industry going forward.

 
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