A large part of my consulting business involves teaching advisors to be better business owners.

Thanks to the influx of business consulting help and literature in the independent advisory industry, many firm owners have become quite good at prioritizing; that is, deciding what things are more and less important, and then, when they need to be done.

While most advisors include their clients, employees, partners, technology, marketing, custodian or broker-dealer and themselves in their priority equations, they almost always leave out one essential element — their business.

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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.