Irvine: “I got into this business because you didn’t need to rely on anyone but yourself. If you could perform, you could make a lot of money. I never intended to be managing people, or as you say leading a team,&rdquo...
Deal Data provides information to financial advisors who are looking to switch wealth management firms and learning about the recruitment process. These deals highlight upfront and out year payment percentages firms have offered for profiles sim...
If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help...
They relieve practitioners of certain onerous requirements and replace them with a more flexible standard of care
Culture can be a topic that is both hard to define and easily recognizable at the same time. When advisors at each of the wirehouse organizations are asked in surveys about their respective “cultures” – they are either all in or...
