What T-Ball Can Teach Us About Running a Successful Advisory Practice

The t-ball season is about to come to an end for my youngest son and it can’t come fast enough for his coach (me). This year’s squad of five year […]

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Your Morning Cup of Links: Or, How I Spent My Memorial Day

May 31, 2012

This past Memorial Day weekend we (for once) didn’t overcommit ourselves. I was able to spend quality time with the family and even got caught up on some my reading. […]

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Obama / Romney 2012: Both Lose (At Tax Preparation Time)

May 24, 2012

I was taught long ago that I should never discuss politics or religion in an open forum, so this post is still about growth, being a better advisor, and creating […]

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Technology: Friend, Foe, Lifesaver, Timesuck?

May 22, 2012

Full disclosure:  Back in college, I took four computer programming courses and even worked as a summer intern programming (in BASIC!) for a large financial services company. My friends ask […]

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Referrals: Say This, Not That

May 18, 2012

The following is a guest blog post by Paul Kingsman, a professional motivational speaker and executive coach for the financial industry. Even seasoned advisors struggle with asking for referrals. You […]

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Why Your Administrators Hate You (and What to Do About It)

May 15, 2012

My last post, “Your Staff Doesn’t Want You to Grow,” caught the attention of more than one administrator. Guess what? You frustrate them. Here are a few reasons why: Multiple […]

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Your Staff Doesn’t Want You to Grow.

2012 could possibly be the single best year you’ve ever seen for your business. Markets, while still volatile, are up year-to-date, the economy appears to be coming back (albeit slower than many of […]

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Fee-based: Time to Make the Switch?

Apr 26, 2012

Last month, I wrote a post called What Side of the Ledger Are You On?  which covered the latest PriceMetrix study on the State of Retail Wealth Management and the […]

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Your Morning Cup of Links: Peer Pressure

Apr 25, 2012

Last year, we conducted a poll asking advisors: “What source do you most value when learning about industry best practices around growth and other objectives?” More than 91% said “Our […]

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A Swift Kick, and a Helping Hand

Last weekend, I had a discussion with an advisor in a very successful firm. I usually avoid “shop talk” during the weekend, but the conversation was very interesting and as […]

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