Careers

Targeting clients who belong to a specific profession can set your practice apart. Here’s how to go about it.

Merging your financial advisory practice with another is an effective way to scale your business, but it's not hard for the merger to get derailed if you don't do your due diligence upfront. One of the most important steps in due diligence...

So much of what makes a good leader and a successful advisor is dedicating time to improving yourself in order to better serve the needs of your team, your family, and yourself. As I like to say, the happier you are, the more effective you&rsquo...

In this Xperts space, I am sharing some of the personal improvement tools I have incorporated into my life that have made me a smarter CEO, a healthier husband and father, and a happier person...

As someone who speaks with hundreds of advisors every year, I can confidently say some of the best self-improvement resources available to us are not found in the places we look. We spend so much time pondering and planning our business, we often...

Moving beyond robo-advisors so investors can see the whole picture

There seems to be at least one industry in America that still functions outside the law of supply and demand. I am referring to our own financial advisor sector, where time seems to stand still when it comes to hiring younger employees to meet the...

If you're merging your RIA firm with another, you've probably invested significant time, energy, and resources into preparing for the merge. However, the hard work doesn't stop once the merger happens. In fact, there's substantial...