From ThinkAdvisor
Added on March 2017 in Join an RIA
1 visitor like this article | Viewed 128 times | 0 comment
Summary: One of the most overlooked parts of advancing one's career is self-investment. While this is true in nearly every field of work, it is even more common among young financial advisors who are so busy nurturing client relationships that they can forget about their own futures.
From InvestmentNews
Added on March 2017 in Other Ideas
1 visitor like this article | Viewed 96 times | 0 comment
Summary: It takes a thick skin to invite outsiders to rigorously critique your financial planning business, but some financial advisers wouldn't have it any other way.
From Financial Planning
Added on February 2017 in M&A Issues
0 visitor like this article | Viewed 111 times | 0 comment
Summary: M&A deals in the RIA space jumped nearly 50% in average value to a record $1.7 billion in the fourth quarter, according to Charles Schwab.
From WealthManagement.com
0 visitor like this article | Viewed 81 times | 0 comment
Summary: Traditional marketing methods alone don’t work anymore. Today’s experience economy, which shapes the delivery of our services, reveals how to identify your target clients and employ specific strategies to attract them.
From WealthManagement.com
0 visitor like this article | Viewed 114 times | 0 comment
Summary: Succession planning involves more than valuations and buy-sell agreements. Given all the blood, sweat, and tears you’ve put into your business, you don’t want to risk passing it to the wrong person—someone who doesn’t care for your clients the same way you do or who doesn’t value the staff who have supported you for years. But is it best to choose an internal or an external successor? There are pros and cons to each option.
