Leadership & Management

Money Talks

Money Talks

That time of year is almost here – performance reviews and compensation discussions.  I know that most managers (and employees) dread these hour long rites of passage.  You may be asking; do I have up-to-date data to benchmark my compensation levels?  Does my budget accommodate increased salary ranges for employees I want to promote? Are… Read More

The Young & Talented: Steps to Attract Gen Y Advisors thumbnail

Some call them millennials, others call them Gen Y. Some even call them echo boomers, because their parents are part of the baby boom generation. Whatever you choose to call them, this group, made up of people born roughly between 1977 and 1992, makes up the largest proportion of the U.S. labor force. This means… Read More

Advisory Team

What if running an advisory firm felt more like managing a strong college squad, known for its teamwork, rather than a team that merely celebrated its all-stars? What if your entire crew took joy in rallying together, applauded each member’s successes and celebrated winning new clients? Strong teams, not stars, deliver the best service, and… Read More

Creating a Winning Team thumbnail

How can you create a winning team? Implement these key strategies for successful team building: Nothing is more important than hiring the right people.  This necessitates having a disciplined approach to the hiring process.  I recommend these 5 steps to the process: 1) Create job descriptions that can be used as your job posting or… Read More

The Client’s Journey with your Firm – How to Make it Memorable thumbnail

From the desk of Jennifer Goldman. The client is always right. The client is king. The client comes first. There are probably a thousand other sayings tied to client service that we use every day. However, as the saying goes, talk is cheap – and losing clients is an expensive proposition. So how can you… Read More

Operational & Human Capital Wins that Drive Growth thumbnail

by Jennifer Goldman, CFP ® and Kelli Cruz Your strategic plan, your organizational structure and systems, and your people practices are the necessary elements that drive the growth of your firm. The key foundation to building any business is to ensure you have the right people doing the right things. Building a business strategy that… Read More

Overworked & Clients Suffering? Hire a Manager thumbnail

You know your practice has reached a crucial turning point when you have to choose between serving your clients and growing your business — because you no longer have enough time and resources to do both. Many of the advisors we work with at my consulting firm come to us out of frustration that they… Read More

Smarter, Easier Ways to Delegate thumbnail

To be an effective business owner, you must be willing to delegate and relinquish control. Even I admit it can be a scary proposition at times, but it’s a management strategy that will reward you and your team. Done correctly, delegation allows you to make the best use of your time and skills, develop your… Read More