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9 pressing issues facing independent advisory firms

September 13, 2016

The 2016 InvestmentNews Financial Performance Study of Advisory Firms – the advice industry’s only independently run benchmarking study– has now been fielded annually for over 20 years. Originally conceived by Mark Tibergian and for a...

How to adapt efficiently to industry trends

September 6, 2018

If there's one skill that an adviser needs today, it's the ability to manage change. Look at some of the many and varied high-level trends that have been grabbing headlines in our trade publications: • Fee compression and transparency •...

An open letter to a broken industry

April 28, 2016

Dear financial industry, I grew up in war torn Zimbabwe and dreamed of becoming a financial whiz in the U.S. In the almost 30 years that I have worked in this profession, I have been fortunate beyond words. But I have also watched our once great...

4 secrets on influence we can all learn from Donald Trump and Bernie Sanders

March 3, 2016

The presidential election process in the U.S. is fascinating, especially for a first generation American coming from a dysfunctional country. Seldom has that been truer than this year. The biggest surprise has been the surging popularity of...

Bad things happen to good clients — and your response is critical

September 17, 2018

Life happens. Typically when you least expect it, something happens that's neither anticipated nor welcome. Bad news can arrive from many sources — your father's doctor, your doctor, the police, your spouse. The impact can be devastating,...

The goal-setting process Warren Buffett uses to say 'no' and achieve more

February 4, 2016

Top achievers' thought processes are often the same. I was recently reminded of this when a friend shared a story about how he's been able to achieve consistent double-digit growth every year for the last decade. It all began when I asked him,...

Secrets Behind Success: For RIAs, having the right talent requires diligence and investing in the future

August 21, 2018

Few business challenges are as persistently difficult as trying to bring the right people into an organization to achieve important goals. The talent challenge extends across industries, economic cycles, international boundaries – and eons...

CFP Board encrypting digital certificates with blockchain technology

August 21, 2018

The Certified Financial Planner Board of Standards Inc. will roll out digital certificates later this year that use blockchain technology to verify financial advisers, according to a newsletter from the group. According to the note from Kevin...

The rise of the female financial adviser

August 8, 2018

Our industry has long lamented the small percentage of female advisers. Indeed, the data show that only around 17% of all advisers are women. But has the time (finally!) come for the rise of the female financial adviser? The Tipping Point We...

Secrets Behind Success: Firms that strategically build capacity are elevating their growth trajectory

August 30, 2018

If you build it, they will come. This familiar phrase may have been adapted from a 30-year-old sports film (Field of Dreams), but it has become the fierce rallying cry for every forward-thinking business person who has dared to invest in staff...

Let the journey begin

March 4, 2015

As the debate regarding holding brokers to a fiduciary standard was once more thrust into the sphere of public consciousness last week, via President Obama's address to the AARP, and the financial advisory industry lit up with commentary from...

The paradoxical solution to more-personal investment management

November 28, 2018

Charles Schwab's recent Consumer Digital Demands survey is stocked with fascinating statistics about the future of the digital consumer experience. According to the survey, technology is now the first place consumers turn to for assistance in...

7 essential leadership traits for 2016

December 28, 2015

If you've ever seen the movie “Apollo 13,” you may recall the scene when the aeronautical engineers are instructed to meet in a board room. A person comes in with a box of parts, and dumps the pieces on the boardroom table. The leader of...

Benchmark Your Productivity and Profitability

September 26, 2014

When it comes to increasing your firm's profitability, gauging productivity is a good place to start. To find out how to begin benchmarking effectiveness in your firm, listen to Joni Youngwirth, managing principal of practice management at Commonwealth...

5 ways to achieve better results through partnerships

May 20, 2014

When I started in financial services over 28 years ago, most firms hired financial advisers — who were then referred to as “brokers” or “insurance agents”, even “special agents” at Northwestern Mutual — based upon autonomy: The...

Segmenting clients - qualitatively and quantitatively

May 3, 2014

InvestmentNews Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss key takeaways from the first season of Practice Makeover. This content is made possible by OppenheimerFunds; it is not written...

Three steps to improved efficiency

May 3, 2014

InvestmentNews Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss the highlights from the first season of Practice Makeover. (OppenheimerFunds is the "Your Practice Partner" and sponsor of the...

Confronting capacity

May 3, 2014

InvestmentNews Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss key takeaways from the first season of Practice Makeover. This content is made possible by OppenheimerFunds; it is not written...

All stressed up and nowhere to go

April 2, 2014

Studies have described the emotional and psychological stress that being a financial adviser entails. When you chose this profession, maybe you didn't realize that there are ongoing, job-related stressors that you have to address to function...

Financial adviser bracketology

March 17, 2014

It's amazing. Every year at this time there is a college basketball team that comes out of nowhere to capture the hearts of a nation as it marches toward the Final Four. Twenty-five years ago it was Seton Hall, eight years ago it was George...

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