Updated Thursday, July 24, 2014 as of 6:58 PM ET
Management Tip: Is Your Org Chart Helping You Grow?
The growth of your firm relies on your strategic plan, your organizational structure and your human capital practices. Build your business strategy first, to get a clear understanding of what you want to deliver to clients. But then clarify your organizational structure to make sure you have the right people doing the right things.
A client-centric business like an advisory firm requires you to define your service offering. To make informed decisions about whom to hire, and in which roles, you need to ask yourself several questions: Who are your target clients? What are their advice and service needs? What does the desired client experience look like?   more »
More in Practice Management
The wirehouse aims to appeal to the next generation of advisors with its new Team Financial Advisor training program. more »
Live online presentations can have a major impact on your ability to attract qualified prospects. Here’s how to get started. more »
Despite their smaller size, these boutique IBDs outperform on several desirable metrics. more »
Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names. more »
Both parents and their adult children report they are more comfortable talking to a financial advisor than to one another about planning and wealth transfer issues. Use these 7 tips to boost your firm's offering. more »
Roughly three in four advisors said they were likely to seek out additional support, content or tools related to Social Security in the next year. more »
The news that JPMorgan Chase chief Jamie Dimon has curable throat cancer should remind all banks that medical issues involving executives are something many companies will have to face. Here are four things every bank should remember in planning for such events. more »
When the Navy called Robert Gerstemeier back for involuntary active duty, he was glad that he had prepared for the unexpected. more »
Here are the smartest tips and tricks we’ve heard recently. more »
Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients. more »
Lawmakers asked to back proposal to assist troops, vets with severe money woes with enhanced financial planning services. more »
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans. more »
Accountants may have some concerns about forming an alliance with you. Be sure that you can understand and address their fears. more »
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