The following is a white paper I wrote recently that includes ideas to help firms to improve both advisor and firm performance.  The ideas are based on "out-of-box" thinking to help generate changes that are vital to the long-term success of financial services firms:  The financial services industry is a relatively new industry and as [...]

If you are going to make changes in your business, why not start with the most important factor – your client relationship management processes. Financial advisors, in general, do a pretty poor job of managing client relationships.  That is both a problem and an opportunity.  We will look at both in this article. Your clients [...]

If you have seen the movie or read the book Moneyball, you know the story of how Billy Beane, GM of the Oakland A’s, who following a loss in the post season, the loss of three star players and the inability to complete with the “big boys” payrolls, hires Peter Brand,  a Yale economics graduate [...]