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Summary: Most advisory firms operate with a “client-first” strategy, meaning that pleasing clients comes before everything else. While serving clients with great care and attention defines your firm's mission, the health of your enterprise depends on employees. Without them, you would not have the capacity to grow, the ability to deliver an exceptional client experience or, in some cases, the technical qualifications to perform vital functions.
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Summary: I receive a lot of emails from firms and producers with less than $1.2M in revenue, so I am going to use this blog to speak to all of you. It’s very common among independent advisory firms nearing that revenue level to see their growth slow dramatically.
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Summary: Gratitude can be defined as the quality of being thankful or the readiness to return kindness.Janus Labs, Janus Capital’s consulting arm, created a program it called “The Art of WOW” nearly five years ago to help encourage advisors and financial professionals to express gratitude on a regular basis.
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Summary: While many larger firms and wirehouses are tied to legacy technology infrastructure, advisors who break away from these firms and go independent have the freedom to embrace new technologies.
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Summary: Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales and revenue pumping at a faster rate than it costs to run the business, right? Once the sales and revenue part is figured out and there is enough business coming in to cover the operating costs and practitioners remuneration, there is a profit for the business.
