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The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way you handle that change will make or break your practice

  • March 1, 2017 December 18, 2017
  • 00:45

Advisors will continue to have an important role in an increasingly technology-dependent world. The job will be to engage clients in determining the best courses of action to meet their goals

  • February 15, 2017 December 18, 2017
  • 00:40

The way you compensate your team can have a profound effect on your staff's morale and productivity, as well as your profitability. There are many ways to reward your staff with incentives and bonuses

  • February 1, 2017 December 18, 2017
  • 00:30

Figuring out how much your business is worth is both an art and a science. Once you understand the five principles of practice valuation, follow these steps to determine an appropriate price range

  • December 22, 2016 December 22, 2016
  • 00:50

Arriving at a fair value for your practice is one of the most critical aspects of succession planning because it has a major impact on both an emotional and a financial level

  • November 25, 2016 November 25, 2016
  • 00:40

A well thought-out business plan will take you further than arbitrary growth targets set with no strategy for reaching them. These paths toward growth carry varying degrees of risk

  • October 31, 2016 October 31, 2016
  • 23:50

An advisor's 55th birthday and 25th anniversary in the business inspires questions about the development of a succession plan. The best advice combines the benefits of early planning with the reality of life

  • September 27, 2016 September 27, 2016
  • 00:30

Once you have identified the quality that sets you apart from the crowd, your next challenge is to tell your story to your target market. Try this four-point approach to reach as many quality prospects as possible

  • August 25, 2016 August 25, 2016
  • 23:30

A checklist can help you decide which factors are the most important when you are considering purchasing a well-established practice. What is key is to keep your own priorities firmly in mind

  • July 28, 2016 July 28, 2016
  • 23:50

When asked by prospects to explain what differentiates you from your competition, chances are your answer will sound all too familiar. This five-step process can help you identify and articulate your unique strengths

  • June 23, 2016 June 23, 2016
  • 23:00