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Summary: On a panel discussion at the TD Ameritrade National LINC conference, three advisors agreed that hiring a more diverse workforce, especially women, was on the top of their minds.
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Summary: Hoffman was ready to get out of the advisory business. To be sure, he had a good run — closing in on 30 years — and had built a nice, small-town business in Nevada, Mo.
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Summary: When it comes to succession planning, one of the most common misconceptions we see is “I have a partner in the business. The future of my firm and clients is protected”.
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Summary: Given the large number of solo practitioners and silo practices that make up the planning universe, succession planning is typically a difficult problem. Replacing a seasoned sailor with a fresh recruit is replete with challenges and can carry a significant risk.
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Summary: For advisory firms, three favorites of Beverly Flaxington, principal at adviser coach The Collaborative, are the DISC, StrengthsFinder and Kolbe assessments. These, as well as the 16PF Questionnaire, the Caliper Profile and other personality tests, can help reveal what the interviewer can't see and won't hear from the interviewee.
