Accelus Insights:
The Leadership Narrative

Last week I attended the FPA Houston Symposium and was delighted to listen to Michael Kitces, CFP® (he has many more initials I’ve omitted for brevity) speak on the future of the financial advice industry. Yes, technology will impact how we as an advisor serve our clients, removing barriers such as geography....

Sixth Article in the Series: Efficiency and Productivity In conjunction with culling your client list, you will also be developing and refining your plan for serving your Ideal Clients. This is a big step in the efficiency and productivity you seek to achieve. A service plan for your Ideal Clients...

Clutter was the subject of Life In First Person a couple weeks ago. I shared this observation: “Others of us are oblivious to the amount of clutter we have.” Oblivious? Yes, we can all get used to that mess of a desk or the disorganized closet, yet deep down inside...

Fifth Article in the Series: Efficiency and Productivity In our ongoing analysis of your client list, likely the most challenging conversation will be the one involving the Big Hitter Client. The Big Hitter Client is a great revenue producer. But at times, they can cost you more than the revenue...

Last week I attended Bob Veres’ Insider’s Forum conference in Dallas, TX. The conference addressed three primary areas of focus for financial services firms: the CEO role and leadership; the CIO role and investments; and the COO role and operations. An overarching theme of the conference was the future of...

Fourth Article in the Series: Efficiency and Productivity Continuing on with the evaluation of your non-ideal clients, we come to the No-Fit Client. The No-Fit Client does not match up with any of your Ideal Client parameters. Perhaps you inherited the client or developed the relationship prior to establishing your...