Archive

Posts Tagged ‘value maximization’


A model for the future: How model portfolios may increase satisfaction and generate net new assets

Future model

Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina explains in this post.

September 7, 2017 Categories: The Science of Advising
Four fatal assumptions

The four fatal assumptions we’ve heard in 20 years of practice management

Avoid falling prey to four of the most shortsighted assumptions many advisors make—and which we believe prohibit them from reaching their full potential.

Jul 20, 2017 Categories: The Art of Advising
Transition succession

15 questions to help smooth your succession transition

Planning a smooth succession requires significant preparation, including detailed role clarity and intentional communication. Here are 15 questions to help get you there.

Jul 11, 2017 Categories: The Science of Advising
Passing batton

Succession planning: Finding the next you

“The early bird catches the worm” also holds true for advisor succession planning. Be sure to give yourself time to find someone with complementary skills and shared values.

Mar 3, 2016 Categories: The Science of Advising
Strategy

Defense is the best offense. 2016: the year of sustainability

As you embark on your 2016 annual planning process, focus on strategies that drive toward sustainability and risk management. This approach isn’t necessarily new – but proposed DOL legislation is likely to make it essential.

Dec 17, 2015 Categories: The Science of Advising
key to business

Give it a try: A study in succession planning success

More advisors are facing the succession challenge as they prepare to retire from the industry. Here’s the story of how two advisors tackled it together.

Dec 3, 2015 Categories: The Science of Advising

The right (and wrong) way to think about profitability

Although assets under management and revenue typically get a lot of attention when describing advisory firms, from a valuation perspective, profitability is more important. Do you know the profitability of your firm – and strategies that can help improve it?

Feb 27, 2014 Categories: The Science of Advising
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