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Most people specialize so don’t expect to find a broad range of skills in one person.
October 26 -
These three succession planning scenarios can make a tough decision easier.
October 24Ameritas Life Insurance -
Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.
October 5 -
Culture is like a garden, it has to be planned and nurtured. Even solo practitioners need to pay attention.
July 27Retirement Matters -
Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.
May 4Cruz Consulting Group -
The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.
April 30 -
Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.
April 9Momentum Advisors -
Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.
April 2Cruz Consulting Group -
If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.
March 13Savant Capital Management -
Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.
March 12