Joni Youngwirth

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  Power in Practice: A Coaching Program to Last a Career

  By Joni Youngwirth  |  April 1, 2013

  Financial advisors may be great financial guides for their clients, but that doesn’t mean they’re good businesspeople.

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  Power in Practice: A Coaching Program to Last a Career--Part II

  By Joni Youngwirth  |  May 22, 2012

  For participants in Power in Practice, an in-house business coaching program offered by Commonwealth Financial Network, the course can sometimes feel like drinking from a fire hose.

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  Power in Practice: A Coaching Program to Last a Career

  By Joni Youngwirth  |  April 24, 2012

  Before they begin dispensing financial advice to clients, most advisors receive extensive training through college courses, professional certification programs and on-the-job experience.

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  Process Implementation: Moving Toward a More Efficient Office

  By Joni Youngwirth  |  February 1, 2012

  Sometimes the snag in a smoothly functioning practice is the advisor

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  Want a More Efficient Practice? Examine Your Core Processes

  By Joni Youngwirth  |  October 1, 2011

  If you’re intent on increasing your firm’s efficiency, you’re no doubt aware of the importance of documenting your processes and procedures.

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  Unchecked Growth

  By Joni Youngwirth  |  August 24, 2011

  Everyone understands, at least in theory, the value of written procedures and processes in an office.

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  Marketing 101: Answers to 10 Common Questions

  By Joni Youngwirth  |  May 1, 2011

  For many independent advisors, getting started with marketing can be intimidating.

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  To Ask or Not to Ask? Develop an Effective Referral Strategy in a World of Contradictory Advice

  By Joni Youngwirth  |  April 1, 2011

  If asking for referrals is the fastest, least expensive, most effective way to get new clients, why don’t more advisors proactively do it?

• Marketing Implementation: The Advisor’s Role and the Importance of Delegation

  By Joni Youngwirth  |  March 1, 2011

  Advisors frequently express the desire to do more marketing.

• Soapbox: Solo or Ensemble? What's Best for You?

  By Joni Youngwirth  |  April 1, 2010

  Time. Money. Ego. These factors present a choice--and often a conundrum--for every solo advisor who considers joining an ensemble practice. Partnerships are often born out of...