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Advice for the Career Change Advisor

Added on December 2016 in Join an RIA
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Summary: We often get calls from advisors wanting to know how to leverage their prior profession in growing their budding financial services practice. Many of these advisors have significant prior experience, so it’s a natural question to ask.

Josh Brown finds social media is paying off in some unexpected ways

Added on December 2016 in Join an RIA
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Summary: The amount of time most financial advisers spend on marketing could be trimmed dramatically by developing a consistent and well-crafted social media presence, according to Josh Brown, chief executive at Ritholtz Wealth Management.

FA Salaries in Top 10% Across All Occupations

Added on November 2016 in Join an RIA
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Summary: The annual mean wage of a personal financial advisor reached $118,050 in 2015, compared to $67,430 in 2000, according to careertrends.com, which compiled data from the Bureau of Labor Statistics. That places advisors in the top 10% among earners across all industries, Investor’s Business Daily writes.

My interview with Kaplan for their Ebook Getting There From Here: Career Path Stories from Finance Professionals

Added on November 2016 in Join an RIA
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Summary: In the fall of 2011, I was a brand new student at Florida International University. I was in business school, and one of the first classes I took was the intro to finance class. As a kid attending school after the financial crisis in 2008, I wanted to know how money worked. I absolutely fell in love with the process. Time value of money? It made sense.

CFP Board, 'Rock the Street' Launch Career Program for High School Girls

Added on November 2016 in Join an RIA
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Summary: The CFP Board Center for Financial Planning said Wednesday that it has partnered with Rock the Street, Wall Street to promote financial planning careers to high school girls.

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