Articles
Instinct or Intention?
Many advisors recognize that they don't particularly like managing people, and they often ask how to hire people who don't need to be managed. That's really the wrong question. Teams that are highly invested in a business are not bought, they are bred. To do it right, you need to hire, train and manage team members, both advisors and staff, to drive a firm's success and profitability.
By: Stephanie Bogan and Natalie Doss, Financial Planning, September 1, 2011
Compensation Challenge
New research shows even the best advisory firms need to rethink how they pay their staff.
By: Stephanie Bogan and Natalie Doss, Financial Planning, August 1, 2011
Harnessing Human Capital
A sneak peek at new research shows a small investment in people can go a long way for an advisory firm.
By: Stephanie Bogan and Natalie Doss, Financial Planning, May 1, 2011
Help Your Advisors Build a Marketing Masterpiece
By: Stephanie Bogan and Natalie Doss, I Carry the Bag, Spring 2011
GROWTH: Realizing Your Potential
If you want to grow your business, get used to being uncomfortable and learn to be disciplined.
By: Stephanie Bogan, Financial Planning, March 1, 2011
Find Your Focus
Categorizing your activities allows you to spend more time doing what you do best and delegate everything else.
By Stephanie Bogan, Financial Planning, February 1, 2011
Talking Plan
Implementing client feedback programs-and listening to the results-are the often-overlooked keys to business development.
By Stephanie Bogan, Financial Planning, December 1, 2010
The Marketing Plan You'll Need
To grow in this new, more treacherous business environment, every planner needs a plan.
By Stephanie Bogan and Natalie Doss, Financial Planning, October 1, 2010
Building Value
Developing your firm so you can realize its full value is the defining practice management issue of the decade.
By Stephanie Bogan, Financial Planning, July 1, 2010
Model Performance
Does your advisory firm measure up? New research looks at business, affiliation and practice models.
By Stephanie Bogan, Financial Planning, May 1, 2010
Make 2010 Your Best Year Ever
Strategies and action steps for every advisor, based on groundbreaking new research.
By Stephanie Bogan, Financial Planning, February 1, 2010
Marketing that Works
Rather than thinking up complicated campaigns, try something simple. Then do it again.
By Stephanie Bogan, Financial Planning, October 1, 2009
Building Business IQ
Do you know what you need to know about your practice? Here's how to learn.
By Stephanie Bogan, Financial Planning, May 1, 2009
Many firms are good at making rain, but few have mastered managing and maximizing growth with an ensemble model.
By Stephanie Bogan and Jon Kidd, Practice Management Solutions, January/February 2009
Makes You Stronger
You know, the stuff that doesn't kill you. For the tough year ahead, here's a survival guide.
By Stephanie Bogan, Financial Planning, January 1, 2009
Who Will Succeed?
As founders look toward selling their firms, they must develop a new generation of rainmakers and begin compensating them based on individual results.
By Stephanie Bogan, Financial Planning, September 1, 2008
The Rule of Influentials
How Influentials, Incubators and Popeyes can help you make the most of marketing and referrals.
By Stephanie Bogan, July 2007
The Land of Brand
A good brand is hard to create. Understanding what it is and how it works will help you polish your own image in the marketplace.
By Stephanie Bogan, Financial Planning, July 1, 2007
P&L Checkup
You need to take time out of your client-focused schedule to regularly review your firm's financial performance.
By Stephanie Bogan, Financial Planning, April 1, 2007
Invest in Your Staff
Too often advisors want to buy a talented team of employees that automatically knows what to do. But teams aren't bought, they're bred.
By Stephanie Bogan, Financial Planning, February 1, 2007
Total TLC
Your value proposition should be evident in every aspect of the client experience.
By Stephanie Bogan, Financial Planning, December 1, 2006
Is Your Caboose Too Big?
If your business is growing but you seem to be struggling with the same old problems, you need to revamp your client model.
By Stephanie Bogan, Financial Planning, October 1, 2006
The Boss Can't Let Go
Why your senior advisor is dragging his feet about turning over the reins of the firm--and what you can do about it.
By Stephanie Bogan, Financial Planning, September 1, 2006
Abolishing Administrivia
Are you sweating the small stuff that overwhelms your day? Time and teamwork are the solution.
By Stephanie Bogan, Financial Planning, July 1, 2006
Learning Ownerthink
Are you a great business owner or a great financial adviser? Your role is key to achieving your full potential and growing your business.
By Stephanie Bogan, Financial Planning, June 1, 2006
The Career Ladder
Advisers will reap significant benefits from planning early and decisively for how to hire and promote new staff members.
By Stephanie Bogan, Financial Planning, May 1, 2006
A Lesson in Mediocrity
The client un-experience.
By Stephanie (DeWees) Bogan, Sourcebook, July 2005
The Entourage Concept
What top performers can teach you about tapping your talent.
By Stephanie (DeWees) Bogan, Sourcebook, April 2005
Give Your Business a Boost
Updating your image and points-of-contact can go a long way to generating more top-shelf clients.
By Stephanie (DeWees) Bogan, Advisor Today, March 2005
Growing Employees is Key to Growing Your Business
A common sense approach to doing both.
By Stephanie (DeWees) Bogan, Sourcebook, January 2005
The Power of “Change”
Learning to focus you and your team for greater results.
By Stephanie (DeWees) Bogan, Sourcebook, October 2004
Financial Management
Periodically take your firm’s temperature – the measure of its health and well-being.
By Stephanie (DeWees) Bogan, Sourcebook, July 2004
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