Kathy Kolbe

Building a Niche

By Melanie Waddell, AdvisorOne | December 1, 2005

You hear it often: one of the best ways for independent advisors to maintain their competitive edge is to serve a niche clientele. William and...
THE GLUCK REPORT, Part I: Testing, Testing

By Staff Writer | May 1, 2005

Managing staff at an advisory firm isn't easy. It's not like solving a financial problem: You're dealing with people, not hard numbers. Yet advisors who...
THE GLUCK REPORT, Part II: Going to the Source

By Staff Writer | May 1, 2005

Edward Hoffman wrote the book on psychological testing at work. Hoffman is a New York-based licensed psychologist and organizational consultant specializing in testing, an adjunct...

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The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.