Kenton Shirk, Vice President, Practice Management
This Framework Can Help Build Economies of Scale in Your Advisory Firm
Ready to turn your successful advisory firm into an exceptional one? Start with this framework for measuring productivity, setting strategic objectives, and establishing an infrastructure, and get ready to build economies of scale to fuel future growth.
It’s About Time: A Top Commonwealth Advisor on Driving Productivity
Learn how optimizing your efficiency could allow you to spend more time with clients and sustain your firm’s long-term growth.
Driving Long-Term Growth for a Multiadvisor Firm
Learn which critical financial management levers can help align each advisor in your firm around profitability.
Is It Time to Pivot? Identifying Inflection Points in Your Business
Is it time to pivot your business? A change of direction may be in order if you've reached one of these critical inflection points.
A Plan for Success(ion): 7 Steps to Transitioning Your Firm
Transitioning your firm is a complex process—both logistically and emotionally. Follow our seven-step guide to ensure a seamless sale of your advisory business.
How to Solve the Business Continuity Problem
What if something happens to you? Follow these steps to create a business continuity plan that will protect your practice if you become disabled or pass away.