MEDIA REVIEWS - September 16-23, 2022
I find myself going back to the Steve Sanduski column about the ‘Rule of 40%,’ which advises advisors who want to maximize the value of their business to emphasize growth over profits, but maintain a consistent sum of the two. Nothing I’ve ever heard before from any practice management consultants, but it sounds plausible. Another article worth reading in this month’s issue of Financial Advisor is FMG’s Susan Theder’s advice on how to write