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Summary: Paul Tinnirello has been an advisor and has been through the transition from a large firm to independence. Now he is coaching other transitioning advisors.
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Summary: In my first year as an adviser, I looked past social media and the internet to tear through the networking circuit with reckless abandon. Night in and night out, I would attend networking functions, typically sponsored by a local chamber of commerce. Attendees would show up to mix and mingle, with the main goal of handing out and collecting as many business cards as possible.
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Summary: Apple and Google, the world’s most valuable brands, attained their status by delivering products and services that their clients desire, rather than what they need. Prior to Apple’s launch of the iPod, for instance, the average consumer only dreamed of carrying his entire music library in his pocket. But now, we take for granted the ability to play virtually any song ever recorded on demand.
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Summary: Advisors may have been feeling like they’re on winning teams lately, with the market up 7.5% over the past three months (as of February 28). But that has nothing to do with your skill; instead, it's called being in the right industry at the right time.
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Summary: Seventeen years ago, when Brighton Jones launched as an advisory firm billing clients based on their total net worth, it was a rare and innovative fee structure in the financial planning business.
