Addictive behavior is never pretty and the same can be said for broker recruiting checks. They belong in the same category because they can have such a deleterious effect on those entrusted with the responsibility of managing money for others....More
The primary driver of any good marketing strategy is client referrals and introductions. The secret: Don't let a lack of clients mar your thinking about the importance of word-of-mouth within your business.
Operating as an RIA offers greater flexibility in managing and growing your practice, but the downside is loss of a number of helpful tools, technologies, and services to make your business more successful and efficient....More
As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you've built with your clients, which commands time and commitment to ensure a successful transition near the end of your career....More
Over the past 10 years, the financial technology industry has experienced significant advances. Today, financial advisors have access to world-class technologies to run and manage their client portfolios and practices....More