Joni Youngwirth

• Expert's Corner: Bringing Structure to Discussions

  By Joni Youngwirth  |  November 1, 2009

  Using a structured approach to discussing important issues in your firm can dramatically improve your decision making process. It typically results in better input from...

• Danger & Oppoprtunity: Why Set Goals?

  By Joni Youngwirth  |  May 1, 2009

  Years ago, I got my private pilot's license. Nothing can beat the experience of viewing the horizon while feeling the exhilaration of making constant decisions...

• What's getting in the way of your succession plan?

  By Joni Youngwirth  |  January 1, 2009

  A Tiburon Strategic Advisors study found that 51 percent of all independent advisors are over age 50 and half of them intend to sell their...

• Now Is a Good Time to

  By Joni Youngwirth  |  January 1, 2009

  These are difficult times for clients and advisors alike, but that doesn't mean you shouldn't be taking some specific practice management actions in response. Your Staff....

• Make a Marketing Plan

  By Joni Youngwirth  |  January 1, 2009

• Marketing in a Downturn

  By Joni Youngwirth  |  January 1, 2009

  If you are retaining 100% of your clients these days, you have a compelling story to tell. Consider that The Wall Street Journal reported on...

• Got Game?

  By Joni Youngwirth  |  January 1, 2009

  John Augustine of Augustine Financial in Brookfield, Wisconsin, has been in the industry for 10 years. He is deeply passionate about helping his clients grow,...

• Looking Out for Number Two

  By Joni Youngwirth  |  July 1, 2008

  Maybe some of us are just lucky and end up in the right career. I know I've been passionate about my career over the last...

• There Is No Tenure for Advisors

  By Joni Youngwirth  |  March 1, 2008

  I started my career as an officer in the U.S. Air Force, where I learned a phrase that has stuck with me throughout the decades....

• Set tough production expectations for yourself

  By Joni Youngwirth  |  February 1, 2008

  It's the time of year to think about future business. Without revenue it's hard to develop infrastructure -- whether it means hiring staff, marketing or...