AK Advisory Partners is a consultancy to the financial services industry,
providing advice and training to firms and individuals operating in the fee-based,
investment management and wealth management areas.

Our ability to add value to your business rests on three core competencies:

* Knowledge & Experience

* Independence & Objectivity

* Client-Focused Solutions


Unlocking Real Value Newsletter - September 2018

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  Andy Klausner is a contributor to Forbes' Advisor Network.
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Our sister company helps companies improve performance at all levels. Programs include:

Core Value Hiring
Crisis Management
Leadership Development
Networking + Selling

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The kids are back in school, the weather is getting cooler and football is back. It's time to admit to ourselves that the year is quickly coming to an end.

In reality, we have just under three months of productivity left in 2018 - because we all know that the period between T-Day and New Years is pretty unproductive (admit it!).

Now is the perfect time to start preparing your clients and your business for year-end and for 2019. Sit down with clients to:
  • Recap year-to-date performance 
  • Make any adjustments to their asset allocation based on market action and any changes to their goals
  • Strategize for year-end tax loss harvesting
  • Review if they expect any life changes in 2019
  • Confirm withholdiings in light of the new tax law
And of course, every meeting is an opportunity to thank clients for their business and to ask for referrals.

Turning to your business, now if the perfect time to meet with your staff to review:
  • Did we meet our financial goals for the year?
  • Did we each meet our personal goals for the year?
  • Did we meet expectations this year?
  • What can we do to improve our business in 2019?
I have purposely not used the word "Business Plan" because 1) many people just don't do them; 2) the words seem to scare people; and 3) people get sick and tired of people such as myself bugging them to create one.

But whether formalized into a document or not, the type of self assessment and reflection mentioned above will do not nothing but make your business stronger moving forward.

So use the next few months to help your clients and your business, and end the year on a high note. Please give us a call if you need some help.

Save Time. Save Money. We'll help you find your perfect new hire - and deliver high qualified candidates that match your company culture.

We use our skilled team and proprietary processes to save your HR department time and money. Relieve your team of the frustration and stress of combing through hundreds of applications and resumes.


Current Financial Services Job Listings:

1) Client Advisor - Wealth Management - Los Angeles, CA
2) Senior Wealth Advisor - West Los Angeles, CA

Click here to view the full job descriptions.

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