Joni Youngwirth
Joni is managing principal of practice management at Commonwealth Financial Network. She Tweets at: @jyoungwirth
Joni is managing principal of practice management at Commonwealth Financial Network. She Tweets at: @jyoungwirth
In some cases, thoughtfulness is more important than quick actions when you're looking to expand.
Women are not only underrepresented in the industry, they earn less than men do.
The desire to attain work-life balance is nothing new, but this trend brings both good news and bad news for our industry.
Here's what you should think about when putting together your practice's own bereavement plan.
Studying the decisions you make as a business owner can have a significant impact on your firm's bottom line.
Boomer advisers must assure successors a future, or they won't stick around to help you cash out
Consider your new associate adviser an investment to be tenderly grown over time.
Don't be surprised if young advisers move on to a new opportunity when they are not given a chance to spread their wings.
Solo advisers make up over half the industry — and are likely here to stay. Still, their ranks…
It's hard, but you have to let your successor make decisions and step up into the leadership role.
