The LATEST....

More amazing action in the markets that constantly affects recruiting, retention and revenues within the "advisor world". The real question is....."How do you profit from it?" Add clients? Trim clients? Acquire a struggling practice? Switch firms? So many questions and so little time to make changes to your "long term" plans.

Which brings us to the most important issue in today's blog : Long - term planning. Even though the markets are crazy, clients are beside themselves, and investment banks continue to be less relevant; you MUST remain focused on your core principles as an advisor or advisor team. Not sure what those are.....if you fail to plan, then you plan to fail.

AP