Greensboro: “I heard your webinar on team offsite retreats, but I’m not sure it applies to me”, explained Susan on a recent conference call. “It’s just me and a shared assistant, so I don’t know that it ...
A young advisor, originally from Spain, wants to build a business serving international clients living in the U.S., but isn’t sure where to begin. We turn to our panel of experts to help him.
For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so. Traditional lenders generally frown on putting up money to help close the purchase of a financial practice, since the practice’s value is ...
A handful of firms are trying to fix the problem of training the next generation of advisors. Advisors Ahead, a start up from an industry veteran, and a program inside Raymond James offer two examples of what advisor training may look like in the...
