After the 2008 financial crisis, more advisors began to embrace independence, especially as some of the big names in the brokerage business were in the headlines for mergers, bailouts and Congressional hearings. Many clients recognized that their...
You need to know how to encourage clients and potential clients to trust you and feel at home with you. Your business is at stake. Don’t try this at home.
The strongest intergenerational businesses within the independent financial services space will be comprised of women and men, the young and the old, and professionals of varying races, creeds and backgrounds.
This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones are rarely straightforward, so it’s helpful to have a team of...
Whether you’re at a major firm or you’re an RIA, it’s ultimately a financial advisor’s responsibility to invest in the infrastructure necessary to service today’s affluent clientele