Joni Youngwirth

Joni is managing principal of practice management at Commonwealth Financial Network. She Tweets at: @jyoungwirth

Joni Youngwirth
Displaying 54 results
YOUR PRACTICE PRACTICE MANAGEMENT MAY 01, 2017
3 missteps that could stunt financial advisers' growth

In some cases, thoughtfulness is more important than quick actions when you're looking to expand.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 21, 2016
Presidential election sparks awareness of gender issues

Women are not only underrepresented in the industry, they earn less than men do.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 20, 2016
The long-term effect of lifestyle-friendly advisory practices

The desire to attain work-life balance is nothing new, but this trend brings both good news and bad news for our industry.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 23, 2016
How advisers can best deal with the death of a client

Here's what you should think about when putting together your practice's own bereavement plan.

Irrational business decisions advisers don't even know they're making
YOUR PRACTICE PRACTICE MANAGEMENT AUG 18, 2016
Irrational business decisions advisers don't even know they're making

Studying the decisions you make as a business owner can have a significant impact on your firm's bottom line.

YOUR PRACTICE PRACTICE MANAGEMENT JUL 05, 2016
It's time to make way for next-gen

Boomer advisers must assure successors a future, or they won't stick around to help you cash out

YOUR PRACTICE PRACTICE MANAGEMENT MAR 25, 2016
Best practices for developing a new adviser

Consider your new associate adviser an investment to be tenderly grown over time.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 29, 2016
What boomer advisers should do when their successors get impatient

Don't be surprised if young advisers move on to a new opportunity when they are not given a chance to spread their wings.

Have founderitis? Learn to let go
YOUR PRACTICE PRACTICE MANAGEMENT OCT 18, 2015
Have founderitis? Learn to let go

It's hard, but you have to let your successor make decisions and step up into the leadership role.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 04, 2015
Hate pruning a client? Try grafting