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Wealth Firm Takes Inspiration From Failure

Added on July 2014 in Manage Your Practice
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Summary: Two years ago, Savant Capital Management set out to establish “a profitable, Web-based wealth-management service to complement” its in-house services, but it was unsuccessful. So writes Glenn Kautt, a principal of the firm, in Financial Planning magazine.

Advisers See Close-Up Changing Labor Landscape

Added on July 2014 in Manage Your Practice
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Summary: The shifting jobs landscape, with higher-paying positions shrinking and low-wage work growing, is more than just a monthly set of statistics for many financial advisers.Advisers are helping people directly affected by the change make adjustments in their lives and rework their plans for the future.

10 Things Only Exceptional Bosses Give Employees

Added on July 2014 in Manage Your Practice
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Summary: Good bosses have strong organizational skills. Good bosses have solid decision-making skills. Good bosses get important things done. Exceptional bosses do all of the above -- and more. (And we remember them forever.) Sure, they care about their company and customers, their vendors and suppliers. But most importantly, they care to an exceptional degree about the people who work for them.

Voices: Ray Sclafani, on Advisers Finding Their Ideal Client Type

Added on June 2014 in Manage Your Practice
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Summary: Financial advisers are much more effective when they are clear about what kind of client they want to serve. But instead of doing this, most advisers still target large asset pools, instead of specific types of clients. It is a problem

Coaches Corner: 4 Time Management Tips for Advisors

Added on June 2014 in Manage Your Practice
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Summary: With the average worker checking their email inbox around 30 times per hour, it’s no wonder we have time management issues in our daily lives. This is just one example of a distraction constantly vying for our attention! Here are three questions to ask yourself if time management is an issue.

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