<img alt="" src="https://www.detailsdata7.com/799079.png" style="display:none;">
LOG IN Contact Us

Best in the Business Blog

Top 5 Key Insights for Business Continuity

Q1 2022 INSIGHTS During the first quarter of 2022 (Jan - Mar), we asked our clients a series of business-specific questions to gauge their perceptions as to how prepared...

5 Key Benefits of a Structured Team Recognition Program

“Don’t ask how we can motivate people. That’s the wrong question. Ask how we can provide the conditions within which people can motivate themselves.” — Edward Deci,...

"What's in Their Wallet?" Part 2: Why Your Compensation Stack Matters

Your compensation stack is the combination of human capital tools which create a framework for fully compensating your team members and framing your firm as a desirable...

Random Acts of Kindness

The OED defines gratitude as “the quality or condition of being grateful or thankful; the appreciation of and inclination to return kindness; gratefulness.” But it’s...

7 Central Concepts to Shape Your Hiring

This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....

8 Ways to Better Frame Your Firm

Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...

7 Leading and Lagging Indicators for the Health of Your Business

For better or worse, we’re bombarded by a constant stream of economic data. Looking closely at both leading indicators such as bond yields and housing starts as well as...

Top 10 Team Icebreakers

Recently, I attended a leadership meeting for one of our clients. As everyone was gathering in the virtual zoom room for the virtual meeting, it was clear there were...

"What's in Their Wallet?" Part 1: Why Your Compensation Stack Matters

In Part 1 of a two-part series, we will explore what factors to consider when putting together the compensation stack for your team members. Like a tech stack, your...

The Unintended Consequences of Growth: Why Elite Advisors are Always Recruiting

Why elite advisors are always recruiting Pick up any trade journal these days and you’re bound to see at least a couple of articles about the current ‘Great Resignation’...

Build It and They Will Come: Structuring your Compensation Philosophy

If you’re at all familiar with the film Field of Dreams, you know that it takes more than simply plowing the cornfield and building a baseball diamond to achieve your...

The Talent Crunch

The race for talent is heating up. Do you have a plan? According to a recent study conducted by Barron’s, advisor growth over the past two years has been off the charts:

Looking Beyond the Multiple

Not too long ago, financial practice values were just a simple multiple of revenue. Depending on the book of business, an advisor generally could expect 1x to 2x...

5 Impactful Ways to Scale Culture

We’re in the midst of a transitional time—not just because of the systemic changes that have been brought on by COVID. Advisory businesses are currently experiencing...