There’s a common misconception that smaller RIA firms, those under $300 million in assets under management, are on a path to extinction. The general message is, if your small firm isn’t dead yet, it will be soon...
The number of advisors who plan to sell their books of business will accelerate in the coming years. Don't complicate things by not having a succession plan.
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). In Episode 36 of The Stephen and Kevin Show, we explore 10 signs that your clients may be seeing someone else. ...
DETROIT — “I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?&rdquo...
Discerning wine lovers and marquee wineries traffic in second label wines. Bordeaux wines championed this approach and California wineries are following their lead. We are starting to see the same approach play out in the wealth management...
Over the last 11 years I’ve attended and participated in dozens of conferences and break-out sessions on the topic of M&A within the wealth management industry. When I am speaking or as a panel member, I often kick the session off with...
