The analysis that follows was written by Vance Howard, CEO of Howard Capital. Howard Capital provides money management services through our firm, Houston Wealth Advisers, LLC, a Registered Investment Adviser (RIA). We make this post available as a courtesy, but wish to note that we have not contributed to, nor are we responsible for, its contents. The information contained in this analysis should not be considered investment advice, an offer to purchase any security or investment, or a solicitation of any kind. Consult your financial adviser, review all materials and prospectuses, and consider all risks before making any investment. Noel R. Vincent, Managing Partner & Chief Investment Officer – Senior Partners Private Wealth Management
Month: August 2023
CHECK OUT OUR PRACTICE MANAGEMENT BLOG: The Total Practice
Principle 31: Elevator Etiquette
I get annoyed when I go to step out of an elevator and two or three people try to rush in before I can get out. It’s the rudest thing. Their mothers are to blame. The proper etiquette is to allow the other folks out first and then enter. It’s a simple courtesy that everyone […]
Principle 30: Manage by Wandering Around
We Live in a Fallen World Everybody gets overwhelmed. No matter how high the caliber of your staff, regardless of how much time and energy you spend on their training, and in spite of the incentive program you have in place for them, never forget this truth: people prefer to focus on the tasks that give them […]
Principle 29: Manage Activities, Not Results
Results Cannot be Managed Results are what happen after you have planned and managed. If you have planned and managed poorly, your results will stink. If you have planned and managed well, your results will be a pleasing aroma. So, first things first. Before results comes management, but before management comes planning. If you want […]
Principle 28: Don’t Ask for Referrals
Earn them Instead Virtually every practice growth guru I have ever come across utterly demands that you ask your clients for referrals. They say you should ask, ask often, offer incentives, and throw parties. But, I say you should view asking for referrals like you view marketing: its goal is to eliminate its need. You […]
Principle 27: The Book Produces (Part III)
Love the Book Stopping all forms of active marketing and subdividing my book of clients with other home grown advisors in my practice was the best move I made since starting the firm 10 years ago. Now that each year every client in our firm is getting 2-3 financial planning meetings and at least an annual review […]
Recent Comments