Practice Management

• 

  4 Areas of Advisor Focus to Enhance the Client Experience

  By John Sullivan, AdvisorOne  |  June 19, 2013

  “I feel the days of asking for referrals are over," Keith Johnson of Curian Capital says. "The advisor shouldn’t have to ask for referrals; he should earn them.”

• 

  The Role of Profit Margins in Business Stability

  By Michael E. Kitces  |  June 19, 2013

  In part two of a post, we explore that while revenue and expenses of a business are not stable, neither is your staff.

• 

  Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech

  By Joyce Hanson, AdvisorOne  |  June 18, 2013

  The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.

• 

  FSI Claims Victory in Florida ‘Notice-Filing State’ Battle

  By John Sullivan, AdvisorOne  |  June 18, 2013

  The law makes it easier for advisors to make changes to their business.

• 

  Why Profit Margins Matter

  By Michael E. Kitces  |  June 18, 2013

  Whether the goal is to maximize income or not, the profitability of an advisory firm matters, in far more ways than "just" the income paid out to the owner.

• 

  The Perks and Perils of Growing Your Firm

  By John Sullivan, AdvisorOne  |  June 12, 2013

  The things that make a firm grow could also destroy it, FA Insight says.

• 

  How to Lead With Your Heart

  By Angie Herbers  |  June 9, 2013

  What type of leader are you? Lessons for advisory firm owners from my grandfather, who liked to say that he led with love.

• 

  Lessons in Leadership From Peyton Manning, Biographer Isaacson

  By James J. Green, AdvisorOne  |  June 9, 2013

  The NFL quarterback and author of the best-selling Steve Jobs biography relate lessons from innovators and football at Pershing Insite.

• 

  6 Ways to Help Your Staff Be More Productive

  By Kirk J. Hulett, MS, Securities America Financial  |  June 6, 2013

  Take these simple, practical steps to ensure that your investment in your staff is maximized for everyone’s benefit.

• 

  Curian Survey: Advisors Surprise on Interest Rates, Social Media

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.