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,...
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...
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...
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’...
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...
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...