Joni Youngwirth

• It's Not All Gold

  By Joni Youngwirth  |  October 1, 2007

  Is there a buying frenzy going on? These days, it seems as if everyone wants to buy a practice to grow her business. Sometimes an...

• Time to Terminate

  By Joni Youngwirth  |  July 1, 2007

  An advisor called me recently to discuss a problem he was having with an employee. He proceeded to talk about errors the employee was making,...

• Risk Management--for Yourself

  By Joni Youngwirth  |  May 1, 2007

  In this industry, when you mention risk, the first thing that probably comes to mind is compliance. Increasing regulations and the resulting scrutiny requires advisors...

• Culture Management

  By Joni Youngwirth  |  October 1, 2006

  Every company has a unique culture. Compare GE to Nordstrom, Southwest Airlines to Fidelity, or The Ritz to Microsoft. Each is an example of an...

• Draw Up a Plan

  By Joni Youngwirth  |  September 1, 2005

  Marc, at age 59, merged his successful financial planning practice with that of a 40-year-old planner who was affiliated with the same broker/dealer. Marc now...