Author

Joni Youngwirth

Joni Youngwirth is vice president of practice management at Commonwealth Financial Network in Waltham, Massachusetts.

What's getting in the way of your succession plan?

January 01, 2009

A Tiburon Strategic Advisors study found that 51 percent of all independent advisors are over age 50 and half of them intend to sell their businesses upon retirement. According to the same study, only 45 percent of fee-only financial advisors and 29...

Set tough production expectations for yourself

February 01, 2008

It’s the time of year to think about future business. Without revenue it’s hard to develop infrastructure — whether it means hiring staff, marketing or upgrading your software. As more advisors begin to appreciate that they own a...