Practice

How to build a business model

The type of business you run says a lot about who you are as an advisor. This is something we carefully considered when starting our firm. So to develop a business model, ask these questions.

By Craig White and Grant White |April 23, 2014

3 min read

When your friend (and client) is losing money

Your neighbor’s now a client. World events rattle the markets and she’s getting anxious. If you borrowed her shovel and broke it, you’d feel a sense of responsibility. So what do you do when she’s losing money?

By Bryce Sanders |April 22, 2014

3 min read

Need a makeover? Advisor Group can help

We’re going to make over five lucky advisors – and one of them could be you!

By Staff |April 21, 2014

1 min read

The ABCs of cash flow planning: P is for Procrastination

Each week, we look at the ABCs of cash flow management. P is for Procrastination It’s common for people to put off challenging tasks. So your clients may procrastinate when it comes to dealing with their cash flows. But you need to help them use time to their advantage. When helping a client, explain that […]

|April 21, 2014

2 min read