 That “adviser for adviser” mentality and advocacy is what makes alliances and even less formal study groups in which some advisers participate so valuable."
John Furey, founder, Advisor Growth Strategies.
|
RIA alliances help independent advisers prosper
Liz Skinner | InvestmentNews, September 2014
Read the article online >
Summary: The RIA business was a lonely place when Brent Brodeski joined Savant Capital Management in 1992. He and founder Thomas Muldowney had no forum for talking with other registered investment advisers about how best to manage customer relationships or the back office, what to pay staff and other mysteries of running an advisory practice. After three years, Mr. Brodeski set out to address this glaring lack of support. He helped launch Zero Alpha Group, an alliance of independent advisers who share business knowledge and best practices.
Be the first to comment on this Article
