The new owner of a large independent advisory firm called me the other day and asked if I would help him. His family was growing, he said, but his business wasn't.
He talked about his business at some length and its success. When he stopped, I told him that I could see some areas where I could help him.
|Grow business
For starters, I pointed out that the business sounded as if it was maxed out with his current client base. If he wanted to add more clients, he was going to have to add to his advisory team (that was already complaining about workload) and his current clerical staff of two.
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Angie Herbers
Angie Herbers is chief executive and senior consultant at Herbers & Co., an independent management strategy consultancy for financial advisory firms. She can be reached at www.HerbersCo.com.
