Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
Look at the award from the point of view of your clients and prospects before accepting.
As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.
Devise a strategy to help you capture business from a market segment you want to serve.
Every party you attend or host and every gift delivered can move your brand forward, strengthening and building relationships.
The planning, investing and discipline that financial advisors provide can dramatically affect a family’s choices for generations to come.
Advisors spend twice as much time on investment activities than anything else, which means they could be missing out on important opportunities.
As a practice grows, it's harder to make sure that everyone on the team understands what's important to the firm.
Offering employees an ownership stake can give you a valuable tool to attract and retain great people, and it often makes internal succession much easier.
While some advisors choose to sell their practices and retire, others wish to remain for a specific time and work for the new owners.
