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, 2012If 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, 2011How healthy is your practice? Tracking key metrics and comparing them over time is a vital part of any checkup.
-
Game Changers
September 1, 2011The 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, 2011To attract young planners, advisory firms need a clear career track with training and experience goals.
-
Waiting for Takeoff
May 1, 2011As practices consolidate and adopt technology, there are fewer real opportunities for young planners.
-
Deep Rewards
March 1, 2011If 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, 2011Successful 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, 2010Sophisticated number crunching can give planners a window into the future and help them ensure against volatility bubbles.
-
Decision Tree
September 1, 2010Diagramming the options of your professional life can help you assess the future value of your career choices.
-
Admit It
July 1, 2010When 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, 2010Is your firm using broad-based systems thinking to improve its organizational learning? Mastering dialogue and discussion is key.
FEED
Discussion of the Week: 