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Summary: Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.
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Summary: While effective operations in each of these areas is essential to business success, they also can create considerable confusion for firm owners. This is particularly so when determining what to focus on when, and how to decide what needs to be done first.
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Summary: Summary: The founders of our firm don’t get along. I know I’ve read about this in your column in the past but our situation is unique. They are accusing each other of stealing from the firm, abusing the clients and taking advantage of the employees.
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Summary: If your firm is considering making any changes to your existing partner compensation plan, from a minor tweak to a major overhaul, there are some basic concepts that you should keep in mind.
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Summary: RIAs are flush, and odds are that revenue and AUM are up at your advisory firm. So, have you gotten a raise yet?
