Delap Wealth Advisory's Jared Siegel details how he's able to concentrate on the 'fun' stuff—creating a high-quality, high-touch financial planning experience for his clientele—by outsourcing the middle- and back-office operations at his firm.
In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients.
Anthony Stich, chief revenue officer at Entrustody, explains how the right technology is the key to building a more efficient practice.
Brian Hamburger, president and CEO of MarketCounsel and the Hamburger Law Firm, explains how firms can set themselves up for long-term growth.
It’s more work than a marketing push, but the rewards will almost certainly be greater and more durable.
Jeff Boudjouk shares his harrowing journey and how he and his partner Anthony Landi found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group.
Amid the Gray Resignation, these steps will help advisory firms recruit and retain fresh talent.
One of the most important roles for your business is the sales manager. An air-tight sales infrastructure empowers financial advisory firms to grow.
Say what you’re going to do and do what you say. And do it well.
NCA Financial Planners' Kevin Myeroff discusses his thought process around succession and why he ultimately chose to sell his firm to Sequoia Financial.
