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Investment Advisor March 1, 2011 Angie Herbers	A Star is Made When advisors hire "stars," they expect them to "hit the ground running," but the best employees aren't hired; they are created in-house.
Financial Advisor October 2007 David Lawrence	Workflow Revisited New software offers more than just a calendar and a to-do list. Junxure-I... ProTracker Advantage... KnowledgePoint... etc.
Financial Advisor January 2008 David Lawrence	Operational Leadership The first and most fundamental step for the owner/manager of a practice is to recognize that as the firm grows, he or she must change the way in which management of the firm is handled.
Financial Advisor May 2012 Joni Youngwirth	Two Hats How can you manage your roles as business owner and financial advisor simultaneously?
Financial Planning February 1, 2011 Stephanie Bogan	Find Your Focus As an advisory practice owner, your goal should be to continue limiting your tasks as your business grows so that ultimately you have a very narrow business focus while retaining a strategic overview of your firm.
Investment Advisor March 2007 Angela Herbers	Beyond the Numbers By increasing the level of service and the effectiveness of our financial advisory firm operations, we add value to the products and services we offer.
Financial Advisor May 2004 David L. Lawrence	Tactical Efficiency Here are some basic steps to let you do more with less effort.
Financial Advisor February 2006 David L. Lawrence	Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc.
Investment Advisor October 2008 Dan Inveen	The Architects The best firms focus their business planning on the here and now, which makes their futures much brighter.
Entrepreneur June 2007 Chris Penttila	Hire Away You can improve your company's hiring processes by taking certain steps.
Financial Advisor September 2004 David L. Lawrence	Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Investment Advisor June 1, 2011 Angie Herbers	Who's Responsible? Creating a culture that gives employees ownership of their jobs solves myriad problems.
Investment Advisor September 2009 Angela Herbers	The Fast Track: All The King's Men Creating the right jobs for the right people
Financial Planning June 1, 2006 Stephanie Bogan	Learning Ownerthink Are you a great business owner or a great financial adviser? Your role is key to achieving your full potential and growing your business.
Financial Planning January 1, 2012 Mark Tibergien	Moving Parts Once you have begun to look at the patterns unfolding in your advisory firm, it will be time to ask several critical questions.
Investment Advisor September 2005 Angela Herbers	The Fast Track: Stoking Star Power If the FPA wants to truly train young advisors to build a profession, then perhaps they should first train the trainers, rather than unrealistically making us believe that training the next generation is not a "burden" we as financial professionals are obligated to bear.
Financial Advisor March 2011 David Lawrence	The Challenge Of Workflow Workflow systems are necessary for running more efficient offices. So why aren't more people using them?
Financial Advisor September 2011 David Lawrence	What Are You Doing? Ask yourself three key questions to find out how to improve your business.
Financial Advisor July 2006 David L. Lawrence	How To Hire The Perfect Employee Look at why you want to hire someone -- and what job they'll do.
Financial Advisor December 2006 David L. Lawrence	Merging Traffic Merging financial advisory practices has become quite popular in recent years. Settling operational issues in advance lays the foundation for a successful merger.
Investment Advisor July 2010 Angela Herbers	The Fast Track: Taking It Personally It's a lot easier to put in the long hours if you only hire people that you really like.
Financial Advisor June 2005 David L. Lawrence	Finding And Keeping Great Employees Things to do---and to avoid---when it's time to grow your financial advisory staff.
Investment Advisor December 2006 Stuart Zimmerman	Reality Check Long before making a financial advisory practice hand-off, make sure your firm's culture and structure reflects your goals.
Entrepreneur November 2006 Romanus Wolter	Trust Your Team Don't be afraid to delegate. You'll empower and inspire your employees - and make the most of your own time, too.
Financial Planning June 1, 2011 John J. Bowen, Jr.	Systems for Success The need to truly "wow" your clients with exceptional service and customized attention has never been greater than now. That means it's hugely important to manage your business as effectively as possible.
Investment Advisor February 1, 2011 Angie Herbers	The Why Factor: Explaining the Revenue-Employee Motivation Link What makes a tremendous difference in employees' future performance and contribution to an advisory firm is making sure they really want the job.
Investment Advisor January 2010 Angela Herbers	The Fast Track: Where Credit Is Due As the financial crisis ebbs, advisory firms should be sure to take care of their employees.
Investment Advisor August 2009 Mark Tibergien	Formulas For Success: The Missing Link The difference between the great advisory firms and the merely good has to do with the use of people.
Inc. June 1, 2002 Jennifer Reingold	The Most Dangerous Hire How does an entrepreneur hire a CEO to replace himself? It helps to think about what a CEO really does...
Commercial Investment Real Estate Mar/Apr 2006 Barry B. LePatner	Are You Prepared? While disaster management planning is likely to be low on commercial property owners' to-do lists, unexpected events such as Hurricane Katrina and the Sept. 11 terrorist attacks have demonstrated the importance of having a disaster management strategy.
Investment Advisor April 2010 Angela Herbers	The Fast Track: Command Decisions Running a successful advisory business means doing the hard things.
Investment Advisor January 2006 Angela Herbers	The Fast Track: Often, Smaller Can be Better Small financial firms can use the research on bigger firms to enjoy continued success.
Food Processing October 2006 Harold Tessman	Applying lean to sanitation A recent FSIS notice allows for extended time between cleanups; lean sanitation can get you there and safely save you 33 percent in costs.
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
Investment Advisor July 2009 Moseley & Spencer	Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology.
Financial Planning February 1, 2013 John J. Bowen, Jr.	5 Ways to Act Like an Entrepreneur Whether you run your own firm or your practice is part of a larger organization, an entrepreneurial strategy will help you create long-term success.
Investment Advisor April 2007 Mark Tibergien	Ready, Fire, Aim With the dramatic growth of the average financial advisory business over the past five years, practitioners are being forced to develop a new skill in order to cope with the changing dynamics of their practice: management.
Investment Advisor January 2006 Dan Wheeler	Tools of the Trade: Five Building Blocks Financial advisors often ignore their own business practices and procedures for delivering a great client experience. As a result, they wind up disappointed with their level of success. To take care of business, follow these steps.
Investment Advisor December 2005 Bob Clark	Why Bigger is Better This compensation and staffing study offers a preview of how financial advisory firms will be different five or 10 years from now.
PC Magazine September 13, 2006	Teach Outlook to Spell Your Name Changing the way your name is spelled in Outlook.
Financial Planning November 1, 2006 Marshall Eckblad	Hiring Right For a small financial advisory practice, taking on staff is a big commitment. Here are ways to increase the odds of success.
Investment Advisor August 2008 Angela Herbers	Hop Off the Bus, Gus The number one problem faced by most advisory firms these days is employee turnover, resulting from poor hiring and poor management.
Job Journal June 19, 2005 Marty Nemko	Quick Fix: Too Much to do? Are you overloaded, or just inefficient?
Investment Advisor April 1, 2011 Angie Herbers	Now Cultures and No Cultures There are really only two kinds of problem employees, and both can be turned into great employees
Entrepreneur July 2008 Romanus Wolter	Time on Your Side How to keep your mind focused in the midst of multiple demands during your business' start-up phase.
Investment Advisor November 2007 Angela Herbers	Draft Picks One of the most difficult tasks in the area of human capital management for independent advisors is screening and interviewing potential employees. Here are eight specific questions to ask.
Inc. May 2008	How To Find and Hire Good People Those who have gone before have fine-tuned the art of making the right hire.
HBS Working Knowledge July 18, 2011 Carmen Nobel	Looking in the Mirror: Questions Every Leader Must Ask Because CEOs don't have the benefit of feedback from their superiors, it's crucial that they solicit feedback about their leadership style from subordinates.
Financial Advisor October 2007 Rebeca Pomering	The Year Of Making A Million Smart financial advisory firms leverage staff to earn outsized income. Here's how.