Regular business planning is essential in tracking the health of your business. Start with easy-to-implement key performance indicators to help gauge profitability and expenses, identify the value of each relationship and save time.
8 MIN ARTICLE
The use of model portfolios was more prevalent among the highest growth advisors in our benchmark. Find out how models can help free up time for practice management, as well as planning services that add value for clients.
8 MIN ARTICLE
Learn more about Your Growth Plan and the strategies identified in Capital Group’s advisor benchmark study to help boost your business (CE credit available).
60 MIN WEBINAR
Sometimes inspiration strikes when you hear how others succeeded. Advisors Kyle Weber and Nick John discuss how they built productivity into their succession plan.
27 MIN PODCAST
What does it take to build a top team? It’s part art, part science, leveraging processes, technology and talent to take your firm from a practice to an enterprise.
13 MIN ARTICLE
Co-workers with complimentary skillsets can create something beyond the capabilities of a single person — and forging real career paths for employees can encourage them to bring energy and inspiration to your business.
11 MIN ARTICLE
At a time when customer service is at a premium, and good employees are harder than ever to find, a focus on leading an engaged team may help position your business for success.
13 MIN ARTICLE
Being an effective leader can pay dividends. Planning and processes can help increase your team’s level of confidence and competence, even in times of extreme uncertainty.
8 MIN ARTICLE
In this podcast, advisor Jeff Dobyns describes how he took his practice to nine offices with 160 employees by teaching others how to excel.
25 MIN PODCAST
Hear two top advisors describe how the unique skillset of each new hire is a force multiplier to the growth of their billion-dollar firm.
29 MIN PODCAST
Get a sense of the types of goals you want to set for your practice based on what other advisors are doing. Then determine how to track and measure these goals over time.
6 MIN ARTICLE
Establishing SOPs can seem overwhelming. We'll help you find ways to structure and document various types of processes, from the very simple to the completely essential.
8 MIN ARTICLE
Regular business planning can help you identify and make progress toward specific objectives. Here are a few goals to help your team get started.
11 MIN ARTICLE
Some advisors bring in third parties to help put goals and SOPs in place. Listen to find out how one team improved productivity overall through the help of consultants.
17 MIN PODCAST
If you feel you’re reaching a point in your career where goals are more difficult to articulate and you aren’t sure which way to turn for growth, start here.
6 MIN ARTICLE
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