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Financial Planning June 1, 2010 Bob Veres |
Wheel of Competence When looking to transition to retirement, advisors should reach for the skills they have accumulated over time-for working with both clients and staff.  |
Investment Advisor September 2009 Angela Herbers |
Easier Said Than Done The trick for any advisory company is not to know that it can be better organized; the hard part is to actually make the transition to a new organizational structure.  |
Investment Advisor April 2008 Angela Herbers |
Opportunity Knocks The bear market can lead to great growth for advisors, or a big nightmare.  |
Investment Advisor March 1, 2011 Angie Herbers |
A Star is Made When advisors hire "stars," they expect them to "hit the ground running," but the best employees aren't hired; they are created in-house.  |
Investment Advisor June 1, 2011 Angie Herbers |
Who's Responsible? Creating a culture that gives employees ownership of their jobs solves myriad problems.  |
Investment Advisor October 2010 Angela Herbers |
Show Yourself the Money Advisors need to learn to pay themselves first  |
Investment Advisor January 2010 Angela Herbers |
The Fast Track: Where Credit Is Due As the financial crisis ebbs, advisory firms should be sure to take care of their employees.  |
Investment Advisor October 2008 Angela Herbers |
One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms.  |
Investment Advisor July 2007 Angela Herbers |
Investing in Your Own Future Advisors who train their young professionals effectively can double the size of their practice in three years.  |
Investment Advisor December 2007 Angela Herbers |
Bottom Up Broker/dealer recruiting is largely a zero sum game. Here is why it more advantageous for B/Ds to help their existing advisors.  |
Financial Advisor July 2008 Andrew Gluck |
Process Can Make Your Firm Great Ironically, financial advisors -- planning professionals -- often fail to plan strategically for their own businesses. Creating business processes is key to running a successful financial advisory practice and making your firm great.  |
Investment Advisor October 2007 Angela Herbers |
Beyond E-Myth When starting an advisory practice, go beyond Michael Gerber's business plan from his book E-Myth. Think of the new practice as a pyramid, and work your way up from the base, to the top.  |
Investment Advisor December 2005 Bob Clark |
Why Bigger is Better This compensation and staffing study offers a preview of how financial advisory firms will be different five or 10 years from now.  |
Financial Planning May 1, 2010 Bob Veres |
A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.  |
Investment Advisor March 2007 Angela Herbers |
Beyond the Numbers By increasing the level of service and the effectiveness of our financial advisory firm operations, we add value to the products and services we offer.  |
Investment Advisor May 1, 2011 Angie Herbers |
The Fruits of Passion Creating passionate employees is one of the keys to building a great advisory firm  |
Investment Advisor July 2010 Angela Herbers |
The Fast Track: Taking It Personally It's a lot easier to put in the long hours if you only hire people that you really like.  |
Investment Advisor November 2007 Bob Clark |
Today's the Day A growing shortage of professional talent coupled with low retention rates and virtually non-existent partnership tracks is adversely impacting the independent advisory industry.  |
Financial Advisor April 2010 Joni Youngwirth |
Be Prepared What to consider when thinking of selling your practice.  |
Investment Advisor February 1, 2011 Angie Herbers |
The Why Factor: Explaining the Revenue-Employee Motivation Link What makes a tremendous difference in employees' future performance and contribution to an advisory firm is making sure they really want the job.  |
Investment Advisor August 2008 Mark Tibergien |
Where to From Here? As advisory firms grow, so too does the need for more structure in how they do business.  |
Financial Advisor October 2012 Jeff Schlegel |
The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.  |
Investment Advisor August 2007 Angela Herbers |
Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.  |
Investment Advisor March 1, 2011 James J. Green |
Human Capitalist At Pershing Advisor Solutions, the emphasis is on putting the right people in the right spots to serve high-end advisors  |
Investment Advisor October 2007 Bob Clark |
Difference of Opinion A debate about a major issue facing many advisory firms, namely, the conflicting interests they must wrestle with when deciding how to handle defecting advisors who leave the firm, taking clients with them.  |
Investment Advisor March 1, 2011 Jim Komoszewski |
Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.  |
Financial Advisor March 2006 Tracey Longo |
The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm.  |
Investment Advisor July 2008 Angela Herbers |
Learning to Listen Like many of their clients, it usually takes a few hard knocks for financial advisors to take advice  |
Financial Planning January 1, 2010 Donna Mitchell |
Questions Welcome Mark Tibergien is probably the most important practice management thinker in the financial planning industry -- and he has built his following over decades.  |
Financial Planning February 1, 2012 Stephanie Bogan |
Breaking Through Barriers The first few months of a new year is an ideal time for a company founder to make sure the business is ready to climb to the next level of success.  |
Financial Planning May 1, 2012 Glenn G. Kautt |
Transitions A few years ago I surveyed nearly 1,500 business owners about succession planning. One quarter - working as individuals and billion-dollar revenue firms - told me their succession plan was to die at their desks! Does this sound familiar?  |
Financial Advisor May 2012 Joni Youngwirth |
Two Hats How can you manage your roles as business owner and financial advisor simultaneously?  |
Investment Advisor April 2007 Mark Tibergien |
Ready, Fire, Aim With the dramatic growth of the average financial advisory business over the past five years, practitioners are being forced to develop a new skill in order to cope with the changing dynamics of their practice: management.  |
Investment Advisor July 2009 Angela Herbers |
The Fast Track: Highly Focused, Very Happy Solo advisor Brian Fenn personifies the power of niche advising.  |
Investment Advisor June 2010 Angela Herbers |
The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.  |
Financial Planning June 1, 2010 Gabriel Garcia |
Divide and Conquer As the needs of clients expand and profitability contracts, advisors can use segmentation to improve their service strategy.  |
Investment Advisor January 2009 Angela Herbers |
First Aid Kit The vast majority of advisor practices aren't well positioned to withstand these challenging markets.  |
Investment Advisor May 2009 Angela Herbers |
The Fast Track: Coming of Age Independent financial advice is a unique field in the fact that workload tends to go up just when cash flow goes down.  |
Investment Advisor November 2009 Angela Herbers |
Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives.  |
Financial Advisor November 2008 Rebecca Pomering |
Do You Need A CEO? While long the norm in most other industries, full-time, dedicated managers are relatively new to financial advisory firms.  |
Investment Advisor August 2005 Mark Tibergien |
Formulas for Success: Independence Day There is a growing trend toward registered reps moving out of the wirehouse environment -- a trend invisible to most, but obvious to the country's leading custodians: they are actively wooing breakaway brokers.  |
Financial Planning November 1, 2009 John J. Bowen Jr. |
Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.  |
Financial Advisor October 2010 David Lawrence |
A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.  |
Investment Advisor December 2009 Angela Herbers |
The Fast Track: Figures Don't Lie Finding the compensation benchmarks you need may take work.  |
Investment Advisor August 2009 Mark Tibergien |
Formulas For Success: The Missing Link The difference between the great advisory firms and the merely good has to do with the use of people.  |
Investment Advisor February 2009 Angela Herbers |
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.  |
Investment Advisor November 2006 Bob Clark |
Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.  |
Financial Planning December 1, 2007 Kevin Barr |
Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.  |
Financial Advisor April 2009 David Lawrence |
Migratory Patterns Advisors who want to move to the independent world should spend a lot of time planning the transition.  |
Investment Advisor November 2005 Mark Tibergien |
Formulas for Success: Tear it Down to Build it up Operations is the next crucial area of focus for successful financial advisors. Are you ready?  |