Back to the Ironman circuit, this time in a supporting role, Jeff Crosby shares his thoughts on a core concept in triathlons and in business – getting comfortable being uncomfortable.
Professional Ironman athlete TJ Tollakson may not be a household name, but in cycling and triathlon circles he, and the bike brand he launched – Dimond Bikes, are legendary. An industrial designer by trade, TJ transferred his passion into a … Read More
Financial advisors often determine the valuation of their practice only near the time they plan to exit the practice. Worse, many do not have a solid, objective method for determining that valuation. According to the 2015 Fidelity RIA benchmarking study, … Read More
Martin Seligman, Ph.D., noted optimism researcher, has proposed that one of the surest paths to happiness is to know your signature strengths and build your life around them, particularly if it’s in a way that has meaning to you. This … Read More
Transitioning Wirehouses? 5 Tips for Exiting with your Book (and Integrity) in Hand You’ve made the big decision to transition to a new wirehouse. Or, you’re taking the plunge to independent status. Change is good. Now, it’s time to make a … Read More
As you begin thinking about retiring from your financial practice and all the steps required to make that happen, recruiting a successor should be at the top of your to-do list. Succession planning has gained a following as a necessary … Read More
Depending on what source you look at, the average age of an advisor in the financial services industry is anywhere from 51-57 years old. While that would typically leave plenty of time until the average age of retirement (age 62), … Read More
A robust customer/client relationship management (CRM) system offers tools that can significantly improve your office efficiencies. In fact, the Financial Planning Tech Survey of 2015 reports that close to 17% of financial advisors felt that the CRM as a tech … Read More