Glenn G. Kautt
Vice chairmanGlenn G. Kautt CFP, EA, is a Financial Planning columnist and a founder of Rockford, Illinois-based Savant Capital Management.
Glenn G. Kautt CFP, EA, is a Financial Planning columnist and a founder of Rockford, Illinois-based Savant Capital Management.
To give great guidance to clients, focus on removing noise and bias rather than trying to be all things to all clients.
Adviser Greg De Jong talks about his successful merger with another firm.
CFP candidates should consider a well-rounded college or graduate school education in professional sales.
Many small advisories struggle to create a coherent plan for developing their talent. Here’s how to overcome that obstacle.
Planners must have a strategy and compensation plan to keep employees engaged and grow their firms.
What it really takes to transition your practice.
Running a successful advisory practice means those at the top have to look internally, as well as externally.
Sometimes it’s OK to put aside gathering more assets and building a client base, says columnist Glenn Kautt.
Employees who reach new performance heights spark their co-workers to do the same.
The domestic planning component of advising is likely to be increasingly regulated, and firms should use this to their advantage, Glenn G. Kautt says.