At a recent webinar on A4A, I spoke about how I’ve been using mind maps to successfully launch my RIA, grow AUM, and benefit from stronger relationships with clients based on transparency. Here are answers to some of the questions posed by advisors attending the session:

Since we are fast approaching another quarter-end in a little over a month, it is a good time to look at whether you are on target to accomplish the goals you set for your business this year.  Being able to hit these yearly goals depends entirely on what you are doing on a shorter-term basis, daily, weekly, and every 90-days.  Here are some considerations when working on your 90-day priorities.
Focus On The Big Rocks

Work Your Plan To Cure What Ails You

Getting Your RIA To The Next Level: Are You Making Progress?

Creating Your Firm’s Vision To Guide Your Business Decisions And Staff Direction

Start Your Strategic Planning Process- Begin With A Clear Vision

Getting Your RIA To The Next Level In 2013; Resolve To Follow These Six Steps And I'll Help You Follow Through

A Tale Of Two Studies: Highlights From The Cisco Wealth Management Study And FPA Compensation Study

Four Software Purchases That Have a High ROI To RIAs

Develop a Technology Plan To Keep Your Firm Up-To- Date and Support Your Strategic Plan

Rebalancing Software: Questions and Considerations Before Selection and Implementation

Get More From Your Technology; Tips For Using Systems You Own More Effectively And Buying Solutions That Will Improve Your Life And Business