Establishing where free ends and fee begins can be challenging, difficult and even nerve racking! However, learning the art of declining gracefully, when that's really what you want to do, is an essential skill that helps you focus on what's important in your practice. “So, you’re a financial advisor...have any hot stock tips? What should I be buying? Can I take you out for coffee, pick your brain, and get your opinion on my portfolio?” Sad but true, you’re probably shaking your head, rolling your eyes, or chuckling knowingly to yourself. If you only had a nickel for every time someone asked you for free, off-the-cuff advice, right? But be honest — how often do you

Most financial advisors delay the task of hiring employees because learning about HR processes such as hiring, training, retaining, or firing employees takes time away from working with clients.  Implementing HR correctly (and legally) involves learning about various state and federal labor laws in order to set up HR processes, employee forms, and manuals.   When you’re ready to grow your firm with the right people and HR is not one of your strengths as an advisor-owner, it’s best to hire a professional HR consultant.  The right HR person is worth their weight in gold; while they do their job, you can grow your practice and keep your sanity.  HR consultants focus on your hiring needs and protect your organization