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 […]
Over the past several years, many financial industry leaders have come to realize the importance of promoting diversity, equity, and inclusion initiatives – otherwise known as DEI. Many well-meaning practice leaders are adopting these initiatives. However, since most advisors aren’t experienced in the realm of recruiting and retaining talent, they often fall short of fully […]
This blog post is part of a series highlighting Key Management Group team members.
In this post we are introducing the newest team member to join our ranks, Recruiting Coordinator Paige Kosmynka. At the urging of her friends, Paige parlayed her background in social work and her degree in psychology into a career […]
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 […]
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 […]
This blog post is part of a series highlighting Key Management Group team members.
A self-described woman of service, Dawn Rem has been serving our clients with great care and attention since 2007. Like many of our team members, Dawn began her career with KMG in our Client Meeting Prep department. […]
