In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
Most successful professionals, regardless of their profession, use a coach. In Episode 41 of the Stephen and Kevin show, the guys offer some valuable tips for getting the most out of these types of relationships.
This complimentary checklist can help you identify a successor who is a good fit for your firm by providing insight into issues that are top of mind for candidates/
Success Limiters™ are mental hang-ups that have limited your success in the past. They distract us. They stop us in our tracks. They take us off course. Ultimately, they hold us back from reaching our potential. ...
Discover how this complimentary service offered to all our advisors can help your business evolve in a way that’s aligned with your unique vision and experience.
Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway. ...
