Most RecentMost ViewedMost LikesUncovering a blind spot with just three questions When you’re in the thick of running a business, you’re often too close to see the inefficiencies, wasted effort or missed opportunities staring you right in the face. Why I strongly suggest you take on a PY adviser Contrary to many advisers’ expectations, PYs may actually free up your time – and teach you a lot in the process. Reclaim capacity without blowing everything up Think of your advice team like a restaurant in the middle of a dinner rush. If the head chef always ends up doing the dishes, you might have a problem. Follow your own path I'm sure you're being bombarded with 2024 reflections and 2025 suggestions, but this one's important. Why you need your culture on a page With M&A increasingly commonplace in the advice sector, it's worth discussing the most overlooked factor in a successful business transition. Winning the talent game While your practice may not be swinging for literal home runs, Moneyball can still teach us a lot about how we build and manage our teams. Growing your PY adviser We're often asked how we retain our PY advisers after they complete the year, and the answer is simple. Culture shock Culture is no longer a "nice-to-have" – it’s the deciding factor in whether your employees stay or join the great resignation wave. Listen now to the Upfront podcast Bold, frank and honest conversations about building financial advice businesses people love. Build an EVP where people come first A well-crafted EVP doesn’t just benefit employees; it also has a demonstrable impact on client satisfaction.
