While most financial advisors are independent entrepreneurs, very little practice management in the industry actually teaches the real methods to build and run a business.

Linda Lubitz Boone details the changes she’s continuously making to improve her advisory firm.

A conversation with Jim Dickson, founder and president of Sanctuary Wealth Partners.

Bason Asset Management’s James Osborne describes to Michael Kitces the reasoning behind his flat-fee pricing structure.

OakTree Financial Planning’s Sunit Bhalla describes to Michael Kitces how he built his hyper-efficient solo practice.

Jennifer Goldman explains to Michael Kitces why financial advisory firms need to formally adopt standardized processes and procedures if for no other reason than it allows firm leaders to take a vacation.