Subscribe

About ‘The Adviser’s Consultant’

Managing your human capital is a bit like putting together a puzzle.

Managing your human capital is a bit like putting together a puzzle: You simply cannot solve it all at once. In my consulting work with clients, I have seen different elements combined and applied in different ways, to achieve optimal utilization of the firm’s people resources.
The goal of this newsletter, powered by InvestmentNews’ IN Adviser Solutions industry intelligence, is to help you do just that: Manage the many pieces of your human capital plan to maximize your return on your people investment.
Each month we will take an in-depth look at some of the most critical areas of human-capital management —combining data, market knowledge and practical insights from our research and consulting, to help you move your firm forward.
But we want to hear from you. What are the issues that present you with the biggest challenges to growing your firm – both at a macro-industry level, as well as within your own organization? The more we hear from you directly, the more effective we can be in providing management and professional advice that will help you expand your practice and grow your business. Drop us a line and let us know your thoughts. Thank you
— Kelli Cruz E-mail Kelli here.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

The largest variable annuity providers

VA sales have been in a slump the last several years. In 2014, the last full year for…

Insurance vehicles can be powerful way for advisers to reach younger investors

For advisers who want to expand their firms by reaching out to the next generation of investors – those in their 20s, 30s or 40s – long-term and cross-generational financial vehicles such as fee-only life insurance and no-load annuities offered to clients of RIAs through Ameritas Advisor Services should be considered as a central part of the effort.

The next great opportunity for investment advisers

As baby boomers retire, advisers must engage `Generation Now'

Market swings can lead to emotional decision-making

A managed volatility approach can help

How ‘competitive collaboration’ is shaping the future of the advice business

More than a dozen top advisor technology companies compare notes, share their vision for RIAs at TD Ameritrade Institutional's 5th annual Veo Open AccessTechnology Summit.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print