Financial advisors: Here's how to get a baseline reading of your own firm's practices.
Staff loyalty must be earned. Use these tactics to make sure your employees feel connected and committed to your firm's success.
Your practice depends on your employees. Here are 3 ways to help them help you.
It used to be enough to simply provide clients with good financial guidance. But today's financial entrepreneurs also need to be savvy business professionals. Where do they find the time? In this session, we will create a framework for proactively addressing and systematizing practice management. Participants will assess their current practice management MO and leave the session with selected action steps for their office!
The Do's and Don'ts of attracting affluent clients Bringing the Art of the Deal to Top-Notch Levels Cultivating New Associations in the Pipeline Process Building Your Star Performer Image Success Strategies
Does a womans approach to business planning differ from a mans? Think of some stereotypes of women (many held by women themselves): taking risk, strategic thinking, multitasking, financial management prowess, managing staff, serving clients, and making rain, to name a few. What are the legitimate differences a female entrepreneur should consider when developing a simple but elegant business plan? What you learn about yourself may surprise you.
Recruiting new practitioners and potential successors is tough, but it helps to have a system.