Business Planning

Under AmeriFlex's new program, an advisor sells 30-40% of their current revenue to the OSJ in exchange for a check. The program was created with Larry Roth, industry consultant and longtime IBD exec.

Like with any relationship, it’s important to have those uncomfortable conversations early.

Coaching is an investment, and you want to get the most from it.

The only thing that matters for a lot of these aggregators is their bottom line and the financial arbitrage that is being catalyzed by M&A, writes Patrick Brewer of WealthSource Partners.

It's imperative that industry leaders actively encourage employees to take their down time if they want to drive success in their firms.

Amid a banner year, it may feel counterintuitive to even think about disrupting momentum—but it may be wise to do just that.