Sell to a third party, or a junior partner? There are pros and cons to each, but either one beats a dead-stick landing

Think about the last time you were at a local networking group, board meeting, or country club and a potential prospect asked you…  ...

If they are less dedicated to your practice than you’d like, you need to be systemizing WOW practice-wide.

It’s tough making the decision to move towards independence, to leave the wirehouse.  There can be a lot of hesitancy around the move and a lot of fear: fear of leaving the known, fear of failure, fear that you don’t know what you...

Raymond James Florida advisor Jim Zientara puts his hobby as a train enthusiast to work for his business

Attempting to time a move might do you more harm than good