The Chicago office will target new advisors to the industry who want to grow to $200 to $300 million in assets

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...

Want to grow your business? Cut the fees on some of your services, and while you're at it, charge more for others.

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...

Many small advisors may not have the resources in-house to meet regulators’ expectations

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...

Fantasy football for client acquisition? Oh yes.  For football-loving financial advisors, it doesn’t get much better.  The NFL season is just around the corner and fantasy football is growing in popularity every year.  No...