This blog post is part of a series highlighting Key Management Group team members.
Ben Thelen joined Key Management Group as a Practice Management Coach but was soon applying his background as an advisor and his degree in Business Administration to solve even bigger problems for our clients. Now he serves […]
As 2021 comes to a close, we wanted to take a moment to reflect back on the year and how it has impacted the financial advisor industry. Despite a continued pandemic, supply chain woes, and rising inflation, advisors not only survived but thrived and emerged as a trusted and valued resource for clients. Advisors also […]
2020 brought a series of unexpected challenges and rapid change, not just in the financial industry, but across the globe. So often we speak of planning for the unexpected, and 2020 certainly put that idiom to the test. Still, many advisors aren’t taking the necessary precautions to protect their practices, even in the face of […]
There are many elements that define the success of a practice–the quality of clients, delivery of service, recurring revenue, and more.
Ultimately, the value of a practice comes down to profitability. A number of factors affect profitability, but one of the most significant is the amount of resources spent supporting low value clients.
Generally speaking, any investment […]
