From OnWallStreet
Added on April 2017 in Form an RIA
0 visitor like this article | Viewed 110 times | 0 comment
Summary: Brokers may have idealistic visions of the benefits of breaking away from their wirehouses to go independent, but they should be extremely cautious before making the move, according to industry executives speaking at a roundtable forum sponsored by Schwab Advisor Services.
From IRIS
0 visitor like this article | Viewed 80 times | 0 comment
Summary: Iwish I could give you THE magic referral formula that works across all business and revenue models. There isn’t one. Instead, you get to decide how valuable referrals—client and non-client—are to your current and future business and build your own acid test.
From Advisor Perpectives
Added on April 2017 in M&A Issues
1 visitor like this article | Viewed 122 times | 0 comment
Summary: Mergers and acquisitions are very tricky. Firms spend a great deal of time focusing on the financial deal, but not enough time figuring out “the human element” and how everyone will fit under a new culture. You are clearly caught in this where there wasn’t a defined role, and you are trying to find a place to make a difference.
From Financial Planning
Added on April 2017 in Other Ideas
0 visitor like this article | Viewed 96 times | 0 comment
Summary: Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.
From ThinkAdvisor
0 visitor like this article | Viewed 120 times | 0 comment
Summary: Have you ever noticed that products you buy repeatedly—paper towels, toothpaste, running shoes, etc.—often start out great, but over time, the high quality that you liked so much starts to decline? My theory is that businesses, especially big businesses, are under constant pressure to increase profitability; an easy way to do that is to reduce costs.
