• It’s always exciting bringing on a new team member. Whether adding a new position and growing your team, or replacing someone who has left, the new person represents possibility for the future and a hope that the practice is moving in the right direction. Unfortunately, that excitement can quickly fade if certain steps aren’t taken […]

  • During the normal business year, there will often be a need to replace or add a team member. Before 2020, this was a daunting task, but in a remote world, it can feel overwhelming. To help you navigate the virtual recruiting landscape, we’ve compiled a list of our best tips, many of which will work […]

  • Among the most challenging elements of the Covid-19 pandemic has been the transition to working from home. Office leaders in all industries feared that they lacked the resources to work remote, and those with the technological means to acclimate were concerned that productivity would decrease in their teams. While many practices have adapted in these […]

  • As we near the end of what has been a year of high turbulence and unanticipated events, preparing for a new year can seem like an uphill battle. While it may be easy to dwell on what did not go right in 2020, this year has presented the finance industry with many silver linings. Firms […]

  • In our last post we helped you determine if it was time to hire an AFA. As many practice leaders know, the right AFA can help you achieve significant growth in your practice. Yet the AFA arrangement is one of the most often misunderstood, abused, and poorly used roles in a practice. However, if approached […]

  • Your financial advisor practice is growing, and to keep growing you know you need help. Many advisors who reach this point believe the next move is to hire an AFA. Unfortunately, this is one area where many advisors make their biggest– and most costly–mistakes. Before pulling the AFA trigger, ask yourself these questions.

    Are You […]

  • Many advisors venture out on their own in order to grow a vibrant book of business. As the client roster grows, the need to bring on more help to manage clients also grows. But the skills that make you a great financial advisor do not make you a great practice leader. To effectively transition from […]

  • Your practice will go through many stages of development as you start, grow, and eventually leave the business. In order to successfully develop your practice along the way, it’s important to know where to focus your efforts and what your practice should look like in each stage.

    Typically, a financial practice will go through four stages […]