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Mindy Diamond on Independence: A Next Gen Shares his Playbook for 2x+ Growth Mindy Diamond on Independence: A Next Gen Shares his Playbook for 2x+ Growth

Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.

byMindy Diamond, Louis Diamond

Apr 14, 2022

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Business Planning

Beyond Embarrassing: Why Employee Onboarding Needs to Up Its Game Beyond Embarrassing: Why Employee Onboarding Needs to Up Its Game

Apr 13, 2022

1 Min Read

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Estate Planning

Amiable Ways to Bring Up Estate Planning With Clients Amiable Ways to Bring Up Estate Planning With Clients

byKevin McKinley

Apr 12, 2022

1 Min Read

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RIAs Sell Verbs. Agents and Brokers Sell Nouns RIAs Sell Verbs. Agents and Brokers Sell Nouns

byMichelle Richter

Apr 12, 2022

1 Min Read

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Does RIA Consolidation Work? Show Me the Money Does RIA Consolidation Work? Show Me the Money

Apr 8, 2022

1 Min Read

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Business Planning

Winning and Keeping Talent in Today’s Tight Job Market Winning and Keeping Talent in Today’s Tight Job Market

byMartine Lellis

Apr 7, 2022

1 Min Read

Growth Strategies

Three Pipeline Management Tips

Three Pipeline Management Tips

byStephen Boswell

Time for the ‘Most-In-One’ Tech Solution to Rule the Back Office

Time for the ‘Most-In-One’ Tech Solution to Rule the Back Office

Wealth Planning

RightCapital Debuts One-Page Financial Plan Snapshot

RightCapital Debuts One-Page Financial Plan Snapshot

bySamuel Steinberger, Senior Technology Editor

Mindy Diamond on Independence: CEG’s John Bowen on What it Takes to Build a Blockbuster Business

Mindy Diamond on Independence: CEG’s John Bowen on What it Takes to Build a Blockbuster Business

byMindy Diamond, Columnist: Career Moves

The Decision Guide: Simplifying the Due Diligence Process

The Decision Guide: Simplifying the Due Diligence Process

byJason Diamond, Vice President, Senior Consultant

RIA Edge Podcast with Mark Bruno

RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35B

RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35B

byMark Bruno, Managing Director, Wealth Management

Growth Strategies

How to Improve Your Power of Persuasion

How to Improve Your Power of Persuasion

byMatt Oechsli, Columnist: The Inner Game

Is the Degree Worth It? ROI Can Provide a Clue

Is the Degree Worth It? ROI Can Provide a Clue

byLynn O'Shaughnessy, Columnist: College Planning

Creating Specialized Retirement Plan Practices in the Virtual World

Creating Specialized Retirement Plan Practices in the Virtual World

byFred Barstein, The Retirement Adviser University,

The WealthStack Podcast: Ric Edelman on Advisors’ 'Crypto Knowledge Gap'

The WealthStack Podcast: Ric Edelman on Advisors’ 'Crypto Knowledge Gap'

byMark Bruno, Managing Director, Wealth Management

Mindy Diamond on Independence: $500M Northwestern Mutual Breakaway Finds Her Voice and a 5x Valuation in True Independence

Mindy Diamond on Independence: $500M Northwestern Mutual Breakaway Finds Her Voice and a 5x Valuation in True Independence

byMindy Diamond, Louis Diamond

How Baseball and Investment Managers Measure Talent Is Not So Different

How Baseball and Investment Managers Measure Talent Is Not So Different

byJeff Rosenkranz and Kyle Johnson

Client Relations

Extraordinary Advising Goes Beyond Finances

Extraordinary Advising Goes Beyond Finances

byAmy Florian, CEO

Client Relations

Michael Kitces' #FASuccess Podcast: Cody Garrett's 'Advice-Only' Approach to Financial Planning

Michael Kitces' #FASuccess Podcast: Cody Garrett's 'Advice-Only' Approach to Financial Planning

byMichael Kitces

Growth Strategies

Three In-Person Networking Power-Ups

Three In-Person Networking Power-Ups

byKevin A. Nichols, Director of Coaching

retirement clock

Should RIAs Start Leveraging 401(k) Plans?

Should RIAs Start Leveraging 401(k) Plans?

byFred Barstein, The Retirement Adviser University,

Business Planning

Five Ways to Take Charge of Your Productivity

Five Ways to Take Charge of Your Productivity

Plan for Retirement? Millennials Don’t See the Point

Plan for Retirement? Millennials Don’t See the Point

bySuzanne Woolley

Financial Planning

Ten Financial Planning Lessons Superheroes Can Teach Us

Ten Financial Planning Lessons Superheroes Can Teach Us

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Growth Strategies

How to Use the Neuroscience of Trust to Increase AUM

How to Use the Neuroscience of Trust to Increase AUM

byMatt Oechsli, Columnist: The Inner Game

Business Planning

How ‘Miswanting’ Imperils Your Firm’s Growth

How ‘Miswanting’ Imperils Your Firm’s Growth

byAngie Herbers, founder and managing partner

Business Planning

Mindy Diamond on Independence: The 10 Characteristics of the Most Successful Teams

Mindy Diamond on Independence: The 10 Characteristics of the Most Successful Teams

byMindy Diamond, Louis Diamond

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Business Planning

Let Your Clients Build Your Business

Let Your Clients Build Your Business

byScott MacKillop, CEO

The Healthy Advisor Podcast with Diana Britton

The Healthy Advisor: Finding Balance With Dr. Travis Parry

The Healthy Advisor: Finding Balance With Dr. Travis Parry

byDiana Britton, Managing Editor

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How Charitable Planning Helps Retain Clients

How Charitable Planning Helps Retain Clients

byKen Nopar, Senior Philanthropic Advisor

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Nearly Half of Americans Say They Pay Too Much in Taxes

Nearly Half of Americans Say They Pay Too Much in Taxes

bySuzanne Woolley

OSJs Under Pressure to Do More

OSJs Under Pressure to Do More

byDiana Britton, Managing Editor

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Business Planning

How to Better Understand the Psyche of the Seller

How to Better Understand the Psyche of the Seller

byPenny Phillips, co-founder and President

Independent RIAs, Megabanks on Equal Footing on Alternative Investments

Independent RIAs, Megabanks on Equal Footing on Alternative Investments

byMatthew Liebman