George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success
Avoid these common self-destructive thought patterns
Jim Ruta explains the four essential character traits of people who excel in business
Dan Richards explains how a "test and try" mindset can accelerate new initiatives and put "agile development" to work in your business
The starting point for any business owner is his or her vision of the future - what the advisor wants his or her world to look like at some point down the road
Immediate demands and a "sea of email" can force you to focus on short-term issues. Taking time every week to reflect on your practice from a big-picture perspective can help you position your business for growth
When hammering out a plan to join forces with another advisor, your experience in bargaining with clients and others may help you strike a deal. Start by asking yourself: "What is the alternative?"
Although disconnecting completely from your office is still the best way to get a restful vacation, some advisors have found ways to check in without spoiling their time off
As an employer, you know your most important resource is your human capital. You and your employees represent your organization and are responsible for generating revenue and profit. You can measure your employees’ productivity and engagement. But what about their health? Are your employees healthy, or just one day away from a lengthy illness? Safe […]