Blogs about: Practice Mgmt General
Featured Blog
New Year...New Resolutions!
So here we are…2010! As we all know, new years are a time to set resolutions. Seems most folks set personal goals and those are great. I have several myself. But what resolutions have you se… more →
Back Office Advisor Blog
New Year...New Resolutions!
wrote 1 day ago: So here we are…2010! As we all know, new years are a time to set resolutions. Seems most fol … more →
Goal Setting...It's What It's ALL About...
wrote 2 months ago: As many of you know and as I mentioned in some posts a few weeks ago, it is once again time for year … more →
Do You Know What Your Mission Is?
wrote 3 months ago: Today I want to talk about your mission statement. What is it? Why do you need one? How do you go … more →
It's usually about filling in the gaps...
wrote 3 months ago: When I’m asked what kind of work I do with advisors, I say “it’s usually about fil … more →
What Fall makes me think about...
wrote 4 months ago: Ah, September is here…the trees will begin to turn, the air will get crisp and the strategic p … more →
Office Clutter...time to take it seriously
wrote 5 months ago: Okay, I will admit we all have different work styles. I myself, prefer order. A place for everythi … more →
If you say you're going to do it, then "DO IT"
wrote 6 months ago: Risk questionnaires, IPS’, Client contracts…all necessary in a well run RIA. However, b … more →
A Great Way to Keep Your Batteries Charged!
wrote 7 months ago: I’m sitting here in the Reagan-Washington National airport on my way home from the NAPFA 2009 … more →
Mid-year review
wrote 7 months ago: Despite the fact that I cannot figure how it is already Memorial Day, it is. With mid-year quickly … more →
Get it in writing...
wrote 8 months ago: I frequently work with clients who tell me they’re having difficulty with their staff. No one … more →
Build it and they will come...
wrote 8 months ago: I know, I know…that phrase is used over and over again but it fits perfectly with what I want … more →
You Never Get a Second Chance to Make a First Impression...
wrote 11 months ago: So many times, I see advisors work so hard to get a get referral. They get one and low and behold, … more →
Privacy please...
wrote 11 months ago: Just a quick reminder to everyone that talking on your cell phones about client business can lead to … more →
Just do it!
wrote 12 months ago: Okay, I know, that famous tag line belongs to Nike but I just like it so much because sometimes, you … more →
I hope you've had a chance to recharge your batteries...
wrote 1 year ago: I hope this post finds you well and enjoying your families during this holiday time. I’m sure … more →
The Dreaded "C" word - yes, Compliance
wrote 1 year ago: As we approach the end of the year, it’s a good time to take a look at your compliance manual … more →
Put your own mask on first...
wrote 1 year ago: I touched on this topic recently but I think it’s important enough to touch on it again. As … more →
Remember to take care of yourself during this time...
wrote 1 year ago: These are stressful times for financial advisors…you don’t need anyone to tell you that. … more →
"They like me, they really like me' but do I like them?
wrote 1 year ago: As we approach the end of the year and you and your staff are doing strategic planning for 2009, don … more →
