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Summary: [Podcast] Welcome, everyone. Welcome to the 126th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is Martine Lellis. Martine is a principal and the chief operating officer at Sullivan, Bruyette, Speros & Blayney, an independent RIA with nearly $4 billion of assets under management serving 1,100 affluent clients in the Washington, D.C. area.
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Summary: Employment may be up, but with wages still under pressure and the cost of living continuing its steady upward climb, newly minted graduates would be well advised to stack the deck in their favor when launching their new careers.
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Summary: There’s a sense that although the business climate is favorable now, but veteran brokers know nothing lasts forever. Going forward, the advisory business could get more difficult. Potential fee compression is one issue. Lower fees mean that advisors need to control more assets to generate the same level of gross production.
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Summary: There has been an upsurge in advisor moves for two basic reasons: A realization that the bull market will end one day and concerns about looming industry changes.
Added on April 2019 in Join an RIA
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Summary: Aaron Shapiro's quest to rethink employee stock purchase plans began with a startling insight: If only his mother had participated in one, she'd be a millionaire today.
