Southwestern Investment Group's Jeff Dobyns describes his firm's two-year mentoring program for new advisors, in which they're effectively paid to learn.
Ross Levin systematized the financial planning process by developing his own Wealth Management Index that prompts clients with specific questions and converts the results into a score they can use to track their progress over time.
Advisor Legacy hopes to fill the gap between practice-listing marketplaces and in-house succession-planning departments at broker/dealers and custodians.
SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.
The number of advisors who have comprehensive plans spanning short- and long-term disability, death and even disaster recovery remains frighteningly low. That needs to change now.
