On occasion, advisers can get frustrated with their back-office team. Perhaps it’s the errors they spot in reports, investment statements, or other client communications  Often it’s about the time it takes to get a client report out the door. Don’t they know that all these errors and delays cost money? Identify who’s …

With Spring around the corner, now is a great time to get actions in place for the second quarter of the year. Here are three articles from February that I hope will inspire you to get to work and help your business grow. When everything matters, nothing matters Brett Davidson …

Why bother writing a business plan?  That’s what an adviser asked me recently.  A good adviser, with a really good business. He told me he’d never done one – ever.  It’s a good question.  As I explained to him, if you’re happy and fulfilled then carry on. Why change a winning formula? That’s one …

Have you ever uttered the words “I hate this”?  I have.  It usually comes up when I can’t do something.  In my case, it might be when I’m faced with a DIY issue at home. I’ve told myself for years that I hate DIY.  The truth is, I’m not very …

Toward the end of last year, I read Excellence Wins by Horst Schulze, co-founder of the Ritz Carlton hotel chain.  There are so many great examples of outstanding customer service it’s hard to know where to start. (I wrote about a legendary Ritz-Carlton service example in my blog, Sometimes It’s Just …