Practice Management

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...

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