Business Planning


Business planning for a wealth management practice.

Joe Duran's Journey Out of Chaos

  • Apr 11, 2014

    Planning, Niches Some Common Denominators Among Sucessful FAs

    What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a lot to do with it. High performing advisors—which Fidelity identified as those with AUM that was 75 percent higher than average advisors and double the average advisor’s compensation—earn an average of $422,000, compared to the $212,000 average advisors earn. Moreover, these successful advisors manage an average of $100 million in client assets, versus the $57 million AUM by other advisors....More
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