Blog Entries in Practice management

Blog Entries in Practice management

Stop Being a Sheep -- It’s Time to be The Shepherd

By Kim Ann Curtin, Founder & CEO, The Wall Street Coach on Tuesday, January 20th, 2015

Kim Ann Curtin, Founder & CEO, The Wall Street Coach

If I had to pick what will be the #1 emerging trend for 2015, it’s Authenticity. When I look back over his past year I see a huge shift in all of business, especially in financial advising and consulting, on being more authentic. Professionally and personally -and I believe it’s going to be big...Read More »

The Responsive Advisor

Mike Barad, Head of Product Services & Components, Morningstar

The Responsive Advisor puts customers first, is always connected, uses modern technology to adapt, and resonates with both older and younger generations...Read More »

Trends and Advice for 2015: John Anderson

John Anderson, Managing Director, SEI Advisor Network

The industry is maturing and frankly so are many advisors. With the average age of financial services business owners creeping towards 60, many advisors focused on activities that added significant enterprise value to their firms...Read More »

Trends and Advice for 2015: Rosemary Smyth

By Rosemary Smyth, MBA, ACC, Author on Tuesday, January 6th, 2015

Rosemary Smyth, MBA, ACC, Author

To start the year, we’ve reached out to our blog contributors with 3 simple questions to get their perspectives on this past year and provide you with insight and advice as you begin 2015. We hope that you find helpful...Read More »

Best of Blogs: Practice Management

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, December 22nd, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Read insightful practice management trends and best practices from ByAllAccounts blog contributors...Read More »

Advisors: Do you Have a Job, a Practice, or a Business?

By John Anderson, Managing Director, SEI Advisor Network on Thursday, December 18th, 2014

John Anderson, Managing Director, SEI Advisor Network

Thanksgiving is my favorite holiday. That said, one of my least favorite Thanksgiving traditions involves trying to explain to distant relatives and others exactly what I do for a living. Believe me, I have taken my own advice and have a beautifully crafted value provision that fits my targeted clients...Read More »

It’s All About the Clients – Or Is It?

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, December 17th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

Of course it’s all about the clients. That’s why you have your own advisory firm – to better serve your clients. Now imagine a couple of scenarios that have happened or could happen to you...Read More »

How High-Performing Firms View and Use Technology

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, December 16th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

As the summer winds down, the fall and winter conference season heats up. The value attending the right conference can be invaluable from an educational, strategic and networking perspective...Read More »

The Dreaded Annual Ritual

By Kelli Cruz, Founder, Cruz Consulting Group on Monday, December 8th, 2014

Kelli Cruz, Founder, Cruz Consulting Group

For most managers, the end-of-the-year employee compensation and performance review is one of the most dreaded events of the year. The average manager doesn’t have a disciplined approach for handling these critical discussions and decisions...Read More »

Failing Policies - What Causes This? Part 3 of 3

By Kellan Finley, Managing Director, Insurance Decisions on Wednesday, December 3rd, 2014

Kellan Finley, Managing Director, Insurance Decisions

Many clients recognize the benefits of using life insurance as an investment, but they can be sold on this premise with optimistic assumptions - which are often at odds with reality...Read More »

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