Business Planning

Tick tock. | moodboard/Thinkstock When was the last time you rolled into the office at 9 a.m. and were out the door at 5 p.m.? And you didn't check your email or look at your company-issue smartphone before or after work on what's supposed t...

Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like...

More often than not, personal likability and trustworthiness rate much higher than professional knowledge alone.

Lately, registered representatives at FINRA registered broker dealer firms seem to be quickly heading for the doors to join RIA firms.

LinkedIn’s Advanced Search function is powerful, like a souped-up Corvette. The irony is that most advisors drive this Corvette like a grandmother

Tampa: “It seems that everywhere I turn there’s an article about Robo-Advisors,” moaned Jeffrey with a pained look on his face, then brought it home with, “even your rag (REP) had a photo of somebody who’s supposed to...

Being bifocal means putting your attention where it needs to be in your daily routine

Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again).  What’s evident, however, is that very few advisors quantify this properly. One of our favorite metrics to review ...

Take it from me: Working with your spouse can certainly be challenging at times, but it can also be ...

Atlanta:  “This might seem a bit ridiculous, but in social settings I’m often asked ‘How’s business?’ and I feel as though I’m missing an opportunity,” John whispered following my keynote, not wanting...