INTRODUCTION: For this edition of the AdvisoryQuest Blog Interview, I am happy to have John H. (J.R.) Robinson, Co-founder and CEO of a new niche player in the financial planning software market, Nest ...

In my 2014 year-end post, Getting Your RIA To The Next Level In 2015: Resolve To Follow These Six Steps And I’ll Help You Follow Through, I laid out a six-step process to help your firm make progres ...

While on a recent trip to Chicago on a family vacation, our interaction with three companies (service providers) helped make our trip a fantastic experience! Each company created a unique and personal ...

Having coached youth athletics for many years, primarily softball, baseball, and basketball, the main criteria I used to evaluate success was whether the athletes improved from the beginning to the en ...

In my 2014 year-end post, Getting Your RIA To The Next Level In 2015: Resolve To Follow These Six Steps And I’ll Help You Follow Through, I laid out a six-step process to help your firm make progres ...

Welcome to the new AdvisoryQuest website.  If you made it to this article you have hopefully had a chance to look around at other areas of the new site.  The focus of the new site is curated industr ...

In my 2014 year-end post, A Six Step Process to Move Your Firm to the Next Level In 2015, I laid out a process to help your firm make progress in 2015 and said I would follow up at the end of each qua ...

One planning service that advisors can offer to add value for clients is helping them organize and store all of their financial documents and digital assets. Think about all of the financial and perso ...

I recently decided it was time to examine our expenses to see if there were any ways to eliminate or reduce some of them.  The impetus for looking at our cash flow was adding one teenager to our auto ...