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The Fast Track 

Angie Herbers has written for IA since 2005 on how to bridge the gap between the planner generations. Her blog will provide direct, to the point advice to both the principals of established firms in finding and retaining the best talent for those firms, and to those talented newcomers themselves on how the groups can together build firms-and a profession that will endure.

Recent Posts

Wed, 24 Feb 2010
Payscale.com and Salary.com are not accurate benchmarks for independent advisors and their Next Gen employees. When the Next Generation needs an answer they Google it. So it’s not surprising to me that they have turned to human capital Web sites such as Payscale.com and Salary.com to get quotes on what they “should” be getting paid by [...]
Mon, 21 Dec 2009
I have been speechless lately for two reasons.  The first reason is that I am getting married this month.  Let me tell you, coordinating my huge family, each of whom has different opinions, is like trying to reorganize a large company of people who have no idea of their roles and responsibilities.  If I believed [...]
Mon, 03 Aug 2009
Even though it’s too early to have any hard data, I’ve been hearing troubling reports from advisors I know and in some online chat rooms about advisors who had converted to all-retainer compensation. Contrary to what you might expect, the word I’m hearing is that many are struggling in this market downturn. As I understand it, [...]
Thu, 11 Jun 2009
I’ve received a number of e-mails about my May column “Coming of Age” in which I pointed out that the recent economic downturn has flip-flopped the job market for young financial planners: Instead of a “seller’s market” where they had many job offers and commanded high compensation packages, we now have a “buyers” market, in [...]
Mon, 20 Apr 2009
In my work with advisory practices, I get to see all the myriad things that custodians and broker/dealers do to “help” their advisors manage and market their firms more successfully. Often, my exposure is the context of helping advisors decipher some data dump of information intended to be “useful,” understand how a conference speaker’s comments [...]
Fri, 20 Feb 2009
These days, new sources of revenues are on the minds of many advisors. And that means signing up new clients. Fortunately (or unfortunately), with investment returns falling far short of what many folks were led to expect, there are plenty of potential clients looking for a new advisor.  The question is: how can you increase [...]
Mon, 19 Jan 2009
General George Patton once said that “in combat, there aren’t nearly as many fatigued divisions as there are fatigued divisional commanders.” During a crisis, people in responsible positions tend to over work themselves, and the problem is that you can’t help anyone if you don’t take care of yourself first. That goes double for financial [...]





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