Glenn G. Kautt

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

Find growth by using Maslow's hierarchy of needs to help set compensation policy.

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

Focus on removing noise and bias without trying to be all things to all clients.

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.

Here’s how to assemble teams that meet their immediate objectives, but then go on to excel.