Planning and Advice

Decorative pattern

Industry

Network your way to a bigger practice

I hear the phrase, “your network is your net worth,” everywhere I go. I must admit, the best investment I ever made in my own business was to start my fifth networking group. Yes, the fifth time is the charm. I’m not sure about the rest of the country, but from the time I started […]

By Stephanie Holmes-Winton |October 28, 2009

4 min read

Decorative pattern

Planning and Advice

Justifying your fees

One of the questions advisors will be asking themselves more and more as they move towards complete transparency of fees is…How do I justify my fees to clients? The answer is simple. Below are six easy tips you can use when this sometimes uncomfortable but necessary conversation arises. Show them the money – Full, upfront […]

By Robert Abboud |October 27, 2009

5 min read

Decorative pattern

Planning and Advice

An opportunity for stock pickers?

Recently, I came across a marketing pitch that described the current equity environment as being full of opportunity for good stock pickers. This is not the first time I have heard this claim, nor do I suspect it will be the last. Perhaps the people making the claim even believe it to be true. The […]

By John De Goey |October 23, 2009

3 min read

Decorative pattern

Planning and Advice

Great teams need great players

In our coaching work, we always do an assessment of the roles that each team member plays within a financial advisory firm. After looking at the strengths and weaknesses of a team member, we are able to evaluate how well suited that individual is for their respective role. To illustrate this more clearly, let’s use […]

By Kim Poulin and Art Schooley |October 22, 2009

3 min read