I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …

As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. …

Advisors are wearing too many hats. And in many cases, they make their team members wear too many hats, too. But there’s a way to do less, elevate your …