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
Where are practice values headed? That’s a key question for advisers who are considering the purchase or sale…
John has just come home from the doctor. The diagnosis? The big C. A thousand thoughts race through…
As the first wave of baby boomers turns 65, everyone in the industry is talking and thinking about succession
One day in September, “Ralph” was diagnosed with Stage IV cancer
We are all so busy playing a variety of roles each day that it is easy to get lost, seeing only the very next tree ahead instead of the forest.
Summer is usually a time when advisers kick back and relax. But with revenue down across the industry, this summer may be quite different. Indeed, many advisers are suddenly looking for ways to fill the revenue void left by the market's downturn.
During the total-quality-management movement of the 1980s, Edward Deming, the father of continuous improvement, articulated the value of having processes that can be measured and that yield specific, predictable results.
Most financial advisers know that having a business plan would help them stay on target and increase their…
