Orion provides support for breakaway advisors, Tom Burmeister named Advicent’s new director of planning, and the pros and cons of investing in fine wine.
Most new referrals come during times of their life transitions. So make sure you have someone answering the phones who is skilled in communicating with them.
Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like?
