What separates ‘Top Performing’ advisory firms from everyone else? Is it their size and scale that affords them the ability to deliver more specialized services and...
I recently had a chance to sit down and digest the data presented in Fidelity’s latest RIA Benchmarking Study. It’s an invaluable report that helps shed light on several...
In the 1989 classic film Field of Dreams, Kevin Costner’s character, Ray Kinsella, hears a mysterious voice whisper, “If you build it, he will come.” Driven by faith, he...
As your firm strives to attract and retain top-tier talent in an ever more competitive environment, designing compensation programs tailored to future financial leaders...
High-performing advisory teams leverage valuable frameworks such as Objectives and Key Results (OKRs) and the Entrepreneurial Operating System (EOS) to set strategic...
Paraphrasing Michael Gerber, author of E-Myth Revisited, “Sooner or later, the day will come where the technical skills of your trade or profession are no longer enough;...
In today's fast-paced world, staying up-to-date with the latest financial trends, insights, and strategies is crucial—especially as you strive to offer your clients the...
Every successful leader knows that delegation is essential to achieving maximum capacity. The key question, however, is whether or not you’re approaching delegation...
Recently, I was talking with one of our elite advisor clients (the CEO of a $2.4 billion firm), and he shared the notion that for all its critical importance, ‘strategic...
If building an enduring business – one that cares for future generations (of both clients and advisors) – is important to you, then now’s the time to start planning. But...
Carol Dweck, Ph.D. and author of Mindset: The New Psychology of Success, defines a growth mindset as believing “the hand you’re dealt is just the starting point for...
We’ve all seen the sobering statistics. The average age of financial advisors is currently reported to be 55 years old, with roughly one in five age 65 or older. And...
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...
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....
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,...