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Summary: Your strategic plan, your organizational structure and systems, and your people practices are the necessary elements that drive the growth of your firm. The key foundation to building any business is to ensure you have the right people doing the right things. Building a business strategy that supports what you are delivering to your clients and how you want to deliver that service through your organizational structure should be priority one.
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Summary: Although most advisers are probably familiar with buy-sell agreements, many may not be paying enough attention to their own.
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Summary: According to a May 2016 article on Forbes.com, only 30 percent of financial advisors have a succession plan. Are you one of the 70 percent of advisors who has neglected this important task? As a small business owner, you're putting your staff, your clients, and even your family at unnecessary risk. Sure, you might have reasons for not getting to it—you're too busy or you plan to “die with your boots on,” as they say—but those are really just excuses that allow you to keep procrastinating.
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Summary: Just as advisers are always on the lookout for their next great client, they should also be keeping an eye out for the best and brightest people to join their team.
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Summary: “I have to start out this conversation by asking if you’ve ever turned down a promotion.” This was the opening line in an email I recently received from a 34-year-old who has made impressive progress in his young career.
