From Cruz Consulting Group
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Summary: Your strategic plan, your organizational structure and systems, and your people practices are the necessary elements that drive the growth of your firm. The key foundation to building any business is to ensure you have the right people doing the right things. Building a business strategy that supports what you are delivering to your clients and how you want to deliver that service through your organizational structure should be priority one.
From Financial Planning
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Summary: 41% of advisers surveyed by Schwab said the independent model will differentiate itself by offering clients an array of benefits such as tax planning, charitable planning and healthcare planning, according to the firm's most recent Independent Advisor Outlook Study.
From IRIS
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Summary: [PODCAST] Dr. Jack Singer has worked with professional athletes, Olympians and advisors. We'll talk about how advisors need to have mental toughness just like athletes. Dr. Jack will also share tips on how to enhance your mental toughness to be more successful.
From ThinkAdvisor
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Summary: For a long time, a key question raised about the financial advisory firms focused on when they would add a digital advice service. Now that so many firms have done so, the focus is on the future of digital wealth management, which includes legacy firms; the outside firms they partner with for digital offerings, like SigFig; and stand-alone robo-advisors like Betterment.
From Financial Planning
Added on June 2017 in M&A Issues
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Summary: Consolidation among smaller and mid-sized firms has become a fact of life in our industry, and acquisitions are a staple of media coverage. What has received less attention has been the number of transactions in which the smaller firm seeks out a deal specifically to get out of the broker-dealer business and become an independent branch of the acquiring firm.
