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LBW Wealth Management's Tim Bickmore explains his firm's change from an AUM model to one that combines monthly subscription and AUM fees to focus more on providing comprehensive financial planning advice.
You’re not going to lose prospects by carving out a niche. In fact, it can make marketing efforts more efficient and propel growth, said panelists at the Inside ETFs conference.
Lakeside Wealth's Kelly Shikany describes why she decided not to hang her hat as a solo advisor and instead navigate existing established advisory firms.
As firms drive toward greater profitability and workforce retention, a new environment has developed—one where advisors have far less control over their business lives.
Taking the time to be clear on your goals and fully understand your options will help eliminate the misperceptions and allow you to focus on the potential that lies ahead.