Free Site registration

Sign up today and gain full instant access to member-only content

  • Earn CE Credits

  • Access our Discussion Boards

  • E-Newsletters - Retirement Planning, Wealth Advisor

  • Attend Coaching Sessions and Web Seminars, Podcasts and more

The Business Consultant by Glenn G. Kautt


Glenn G. Kautt, CFP, EA, AIFA, is a financial planning practitioner and president of The Monitor Group, a wealth management firm in McLean, Va.

Contact
Financial Planning's The Business Consultant columnist Glenn G. Kautt


  • Changing Gears

    January 1, 2012

    If you want to motivate your employees to move in new directions, a collaborative work environment and a growth lens are musts.

  • Benchmarking Is Your Yardstick

    November 1, 2011

    How healthy is your practice? Tracking key metrics and comparing them over time is a vital part of any checkup.

  • Game Changers

    September 1, 2011

    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?

  • The Right Path

    July 1, 2011

    To attract young planners, advisory firms need a clear career track with training and experience goals.

  • Waiting for Takeoff

    May 1, 2011

    As practices consolidate and adopt technology, there are fewer real opportunities for young planners.

  • Deep Rewards

    March 1, 2011

    If you want to motivate your clients and staff, you need to develop the framework for moving them in the right direction.

  • Fostering Change

    January 1, 2011

    Successful leaders know that before they can implement a culture of change, they need intellectual and emotional buy-in from each staff member.

  • What's Next?

    November 1, 2010

    Sophisticated number crunching can give planners a window into the future and help them ensure against volatility bubbles.

  • Decision Tree

    September 1, 2010

    Diagramming the options of your professional life can help you assess the future value of your career choices.

  • Admit It

    July 1, 2010

    When you make a wrong business decision, are you willing to take the blame and fix it? Admitting your mistakes could strengthen your practice.

  • Learning Centers

    May 1, 2010

    Is your firm using broad-based systems thinking to improve its organizational learning? Mastering dialogue and discussion is key.