Glenn G. Kautt

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.

Every advisor must confront rejection. But there are some upsides to falling down.

As technology grows more complex, advisory firms must ramp up their expertise.

There are actions every advisor can take to ensure that they give their clients the best advice while minimizing errors as much as possible.

Strategy is not the most important thing in creating a successful firm -- it's execution. Be sure you're getting it right.

Understand the importance of fostering trust in client and professional relationships in order to create a stronger business.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

If you want your firm to grow, you need a plan to find and develop smart young advisors. Here's how our firm does it.

If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong.

Some efforts at innovation just don’t pay off. But if you learn from them, you can make future initiatives more successful.