Our Boost Call is for businesses that need a second opinion and practical, specific ideas to move the business forward. The topics can range from client segmentation and servicing, business modeling, staffing, specific outsourced providers, technology, processes and more.
I believe women have more digestive issues than men because we don’t trust our gut. After 20 years in a male-dominated industry (financial services), I watch…
Most advisory firms can tell a story of poor tech adoption, failed attempts to improve a process, or staff management issues. We can tell a different, happier story and share the secret sauce (that isn’t really a secret).
We can talk about great efficient processes until we are blue in the face. However, the most important process that growing firms need is the client off-boarding process. So how do you create this process and what does it take?
Process improvements produce permanent solutions, capacity among staff, and a better client experience. The most difficult part of improving is getting started so here are a few tips to make it easier:
Businesses naturally resort to quick business pain-killers and forget to ask the right questions. However, the right questions lead us to permanent, impactful solutions. Rushing to answers is like
Per PFI, numerous industry studies point to record levels of deal making in 2018. The volume of deals is expected to increase dramatically as many advisors want “out” of operational responsibilities and back office management. However,
In April 2014, I sent this article below to 2 major magazines in our industry. Both were shocked, reviewed it thoroughly, confirmed the trend with other sources, and then said they couldn’t publish it.
Wirehouse branch managers drill into the minds of their advisors that the RIA channel is small, archaic, and does not support sophisticated alternative investment solutions.
