From Think Advisor
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Summary: The key part of our business management strategy is to create firms that take as much off their owner-advisors’ plates as possible. Not only does this eliminate what’s almost always the major bottleneck in a firm, it also gives firm owners more free time in and out of the office.
From Financial Planning
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Summary: Most of us have recognized several important issues in our industry: The average advisor age is over 50, the advisor population continues to decline and many of the traditional training programs are not producing new advisors at a pace similar to the past.
From InvestmentNews
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Summary: If you think the current battle between Schwab and the robos is just an amusing distraction, think again. If you don't adapt, you might become collateral damage to a battle that is just picking up steam.
From Financial Planning
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Summary: Even very successful financial advisors can hit a wall at around $500 million in assets under management. Some simply find that there is not enough time to handle administrative and operations issues, manage client assets and spend time with clients and prospects.
From Financial Planning
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Summary: To be an effective business owner, you must be willing to delegate and relinquish control. Even I admit it can be a scary proposition at times, but it’s a management strategy that will reward you and your team.
