January 19, 2015
Succession planning: Just be SMART
How do you explain why so many advisors have failed to develop a plan for assuring the continuation of their practice when they get sick, die or retire?
December 16, 2014
Obscenity rules: Time to rescue office civility?
Not only is obscene speech increasingly common in professional sports, it’s also becoming common in the workplace. But financial advisors should take a stand against it. By committing themselves to respectful discourse, they will become a magnet for prospects and colleagues who admire professionalism not only in knowledge, but also in conduct.
November 10, 2014
Yelp help, Pt. 3: Proceed with caution
In the last two columns, I talked about the growing trend of consumers rating financial advisors. In this column, I’d like to discuss the possibility that engaging with Yelp might become stressful — and may even damage your reputation (if you let it).
October 27, 2014
Yelp help, Pt. 2: How to get started
Here are pointers to make your Yelp entry howl-free
October 2, 2014
Yelp help Pt. 1: When consumers roar, you better listen
Although Internet reviews have long been a fixture for book sales (Amazon), restaurants (Yelp) and personal services (Angie’s List), they’ve only recently begun to appear regarding financial products and advisors. But we believe this trend will explode soon for the following reasons.