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A high-achieving school in Washington offers unexpected lessons for planners everywhere.
Successful planning organizations almost always take a collaborative team approach, building on the complementary skills of members.
First, seek out big challenges. Then figure out how to overcome them.
A strong leadership plan will not only help you identify the right successors, it is also the centerpiece of any successful transition.
The path I took to merging my firm was neither short nor simple, but it did lead to the best outcome.
Plan your exit now to leave your firm in better shape.
Forget about what it takes to measure or find human potential. How about learning to grow it yourself?
If you want to motivate your employees to move in new directions, a collaborative work environment and a growth lens are musts.
How healthy is your practice? Tracking key metrics and comparing them over time is a vital part of any checkup.
The big question is this: should you make an investment in game-changing products before you really think you need them to grow your business faster, or wait, possibly too long, and be a follower rather than a leader?
To attract young planners, advisory firms need a clear career track with training and experience goals.
As practices consolidate and adopt technology, there are fewer real opportunities for young planners.
If you want to motivate your clients and staff, you need to develop the framework for moving them in the right direction.
Successful leaders know that before they can implement a culture of change, they need intellectual and emotional buy-in from each staff member.
Sophisticated number crunching can give planners a window into the future and help them ensure against volatility bubbles.
Diagramming the options of your professional life can help you assess the future value of your career choices.
When you make a wrong business decision, are you willing to take the blame and fix it? Admitting your mistakes could strengthen your practice.
Is your firm using broad-based systems thinking to improve its organizational learning? Mastering dialogue and discussion is key.
With March comes blustery weather, the Final Four, and signs of spring. But is also means economic uncertainty, continued market turbulence and questions about the business in 2010 and beyond.
Lacking a crystal ball, advisors need to be prepared for a whole series of possibilities.