Is your team in full alignment with your firm’s mission, vision and core values? Or is it causing more confusion than clarity because these words mean different things to different people? Read about it in my new article in Advisor Perspectives. Thoughtful strategic planning pays huge dividends for any organization…

Are the Millennials entitled, lazy and clueless? Or are they just misunderstood? Read about it in my new article in Advisor Perspectives. If you’ve spent any time recruiting, you are painfully aware how hard it is to find good people. It’s even harder to keep them, particularly younger people. …

Do you evaluate new technology based on what you already know, or based on the world you don’t know exists? Is your imagination big enough? Read about it in my new article in Advisor Perspectives. When it comes to resistance to embracing new technology, I’ve heard it all — from…

How would your current and former employees rate your firm if they could do it anonymously? And how would you react to negative reviews? Defensively? Argumentatively? Read about it in my new article in Advisor Perspectives. One thing sorely lacking in otherwise successful founder-owners of advisory firms is leadership skills…

You feel that you built a “real” business by implementing process. But are you unwittingly stifling your intellectually curious, self-starting go-getters? Read about it in my new article in Advisor Perspectives. If your firm’s assets are growing and you are scrambling to add staff to service your ever-growing client base…

What is your firm’s product? Financial planning? Investment performance? Anything else? Read about it in my new article in Advisor Perspectives. How a product or service is packaged and presented has a huge impact on the way its value is perceived. The sleek design of the iPhone, the Apple logo…

Do your employees know where your firm is headed? Do they know it by heart? Should they? Should you? Read about it in my new article in Advisor Perspectives. Quick! What are your firm’s core values? What about core purpose? Mission? How about your ideal client profile? Like most advisory…

Do you provide a clear career path for your employees? If not, you may be making it easy for your best people to leave. Read about it in my new article in Advisor Perspectives. Providing a path for career growth is essential to every business. Two recent conversations with young…

If your advisory firm were a novel, would it have a tight plotline? Or, would it be full of random characters and events? Read about it in my new article in Advisor Perspectives. Running a strategically disciplined advisory business — or any business for that matter — is like writing…