Written by: Scott D. Calhoun Recently, I represented an advisor who was taking over another advisor’s book of business. The transaction turned out to be more...
Do you remember your favorite coach from your younger years? Maybe they shouted loudly from the sidelines for you to stay on your toes, or maybe...
Written by: Robert D. Bordett, CFP®, CDFA® Divorce is dealing with hundreds of details, some more important than others. One detail that merits extra contemplation is...
If you’re an advisor with a growing practice, you’ve likely been involved in the hiring process at some point. I’ve helped many advisors like with you...
Written by: Grier L. Rubeling Broker Protocol is a touchy subject these days. Are they in? Are they out? There’s a lot of trepidation about the topic....
Many of my advisor clients are fully embracing video as a way to educate their clients and introduce themselves to prospects. And now, thanks to my...
With unemployment at near historic lows in the United States, Forbes found that employers report their single greatest challenge is recruiting and retaining talent. The answer for many...
The transition from individual contributor to manager is not an easy one. In many cases, the skills that got you the promotion will not be the same...
It can be challenging to show your value to clients in extended up-markets when things seem to be going pretty well on their own. Down-markets, on...
Written by: Gordon McMahan When Raymond James asks advisors for their number-one source of new clients, the answer most often is: Referrals from other clients. Industry surveys also...
