Time is a valuable and finite resource. One thing that sets successful advisory practices apart from their peers is how they use that resource. The key is to be intentional and consistent with how you use your time. The best tool to help you achieve that is the Model Week framework. Most advisors and practice […]
As 2022 comes to a close, we pause to reflect on the past year and prepare for the year ahead. This year has presented advisors with many challenges and opportunities. The industry has grown tremendously, thanks largely to the improved business acumen of advisors and the increasing demand for financial advice. The new year will […]
Keeping clients happy and engaged is critical to the survival of any financial advisory practice. Which is why advisors place so much emphasis on the client experience. Despite all the hype around driving client experience, many practices fail to deliver a quality experience consistently to every client. The inconsistencies can occur across a practice, with […]
Scaling a financial advisory practice can feel like the classic chicken and egg paradox. You need to add more clients to increase revenue, but to serve those clients you feel you must spend more money on staff, technology, and other resources. Sometimes it’s a capacity issue, and you feel like you need to add staff […]
As a practice leader there are plenty of things screaming for your attention. Fluctuating markets cause a flood of worried calls and emails to come in from clients. A staff member puts in their notice, and you have two weeks to find a replacement. A pandemic hits, forcing you to shift to remote work and […]
As all sectors of the economy struggle to find and retain talent, advisors are looking at ways to stay ahead of the great resignation trend and keep their staff on board. Many factors are leading employees to resign in record numbers. For the most part, the financial advisor industry has stayed ahead of the curve, […]
