Added on September 2017 in Other Ideas
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Summary: They are young and committed to the technology they've spent years and their own money developing. But unlike some other fintech entrepreneurs, they have no ambition to upend wealth management.
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Summary: Good data helps you build trust and credibility. It empowers you to convert leads to prospects, and prospects to happy clients. Bad data, on the other hand, does nothing but inflate your ego at best. At worst, it can blind you to pitfalls that have the potential to undermine your business’ success.
Added on September 2017 in Other Ideas
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Summary: It has been over 20 years since we saw the true emergence of the breakaway movement — teams of advisors leaving large firms to go independent. By our accounts, the first wave of breakaways, or the early adopters, emerged in the late 1990s and early 2000s, leaving wirehouses to start their own businesses. This was a time of relatively fewer dedicated resources for teams breaking away –there were a few specialized lawyers, some consulting firms and, naturally, the custodians.
Added on September 2017 in M&A Issues
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Summary: Increasing sophistication around independent RIA support was vital to the merger this past week of breakaway wealth shop Syntal Wealth Partners and a prominent Merrill Lynch team in Dallas. But friendship and complementary skill sets – forged over more than a decade – were the real catalysts, say those who made the deal.
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Summary: Too often advisors do not try to get positive publicity. Often, it’s because they think it’s too hard to get PR on their own—that success requires hiring an expensive agency.
