If You Want to Grow, Do This Before Anything Else

As leaders of our firms, we find ourselves constantly wearing many hats. We have to remember that, in order to be successful in business, we must dedicate and spend a certain amount of time working on the business as well as working in the business. There is a very subtle but distinct difference between the two. Working in the business is something that advisors are both used to and typically find the most enjoyment doing. Depending on who's sitting across from us or on the other end of a phone call, we typically find ourselves…continue reading →

Quantity versus Quality

Look at any organization over the history of their existence and growth and you'll realize that they will come to a pivotal point in their growth plan where they have to ensure that the quality that they've promised to their customers keeps up with the quantity of new customers. Most businesses start off not as businesses but as an idea that grows into a business because they start to find more and more people that benefit from their product or service. Without proper systems and procedures in place, most businesses can deal with…continue reading →