The Thrivos Blog

Efficiency & Scale

Truths and Mistruths About Saying No to Lower Tier Business

Marketing & Growth

Why is it So Hard to Charge Separate Financial Planning Fees?

Team & Human Capital

How to Handle an Employee Who Makes Constant Mistakes

Team & Human Capital

Mistakes Advisors Make in Compensating Staff

Planning & Strategy

Why Vision Statement Exercises Are Unrealistic

Client Management & Engagement

Why I Don’t Believe Advisors Should Ask for Referrals

Leadership & EQ Skills

What if Team Members Don’t Want to Come Back to the Office Post-COVID?

Efficiency & Scale

How to Intentionally Fill Your Time in a “Light Week”

Team & Human Capital

Facilitating Simple and Effective Employee Reviews