strategy

5 Ways to Make the Best Choices for Your Advisory Firm

5 Ways to Make the Best Choices for Your Advisory Firm

Sometimes old clients call to thank me for the success of their advisory business. I often point out that I didn’t make the choices that led to their success — they did. I just helped them to make better ones.

Does Your Advisory Firm Need a Makeover?

Does Your Advisory Firm Need a Makeover?

In my experience, some firm owners “build” their businesses similar to the way many people furnish a new house. That is, by purely random selection.

“Oh, that’s a nice couch, let’s buy it.” “And I like that dining room set, it reminds me of my mother’s.” “And look at that rug, it’s it beautiful!” “What about those paintings; I’m sure could find places for them.”