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Once a month, we send out a success strategy or practice management idea aimed at helping independent advisors become more productive and profitable.
We may link you to an especially poignant article or steer you toward an industry discussion board that provides helpful insights. We may send commentary on something we've read or feel strongly about. Whatever we send, we promise it will be a "quick read" containing targeted information and thoughts about how you can build a highly efficient and profitable fee-based business.
No one can do it all. When does outsourcing make sense?
6 Positive Points: Setting the Stage for a Successful Transition to Independence
How much time did you spend on quarterly reporting and billing last month?
Outsourcing: An Extension of You.
The Reality of Transitions: What to Expect and How to Prepare
Do you want to focus on growing your business?
Learn from these advisors' robo experience
How does your ideal business compare with the one you’re managing today?
Preparing your business for succession…and an invite for a webinar this Thursday, April 30.
Are you prepared for succession? Here are 8 tips on designing and implementing a successful transition plan for your business…
Why and How to Raise Your Fees
Is the fee you’re charging clients too low?
Do you enjoy managing employees?
Are your technology bases covered?
What’s stopping you from building the business you really want?
Back by popular demand: More tips on making a smooth transition to independence
How Can You Help Ensure a More Successful Transition to Independence?
Seeking a Better Work-Life Balance? You're Not Alone…
Watch as this Advisor Undergoes a Practice Makeover in Real Time…
Making Sense of Your Outsourcing Options in 2014
What are the most common obstacles we’ve seen successful advisors challenged with in 2013?
What Our Advisors are Saying
“It was pretty common for me to have a client with a directly held mutual fund account, a brokerage account at my IBD, a variable annuity account, and a managed account at a third-party money manager. Now you’ve got four different sets of forms, four different websites, four different 800-numbers, four different statements coming in, and so on. So from a staff - and client - standpoint, to become familiar with all of that is just impossible. We’ve now simplified everything. We have procedures and policies manuals in place, checklists, everything. And all we had to do it for was one custodian, so that was helpful. This all gives me peace of mind when I’m out of the office as well.”