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Summary: Company cultures fascinate me. Two RIA firms can offer the same services and produce the same revenue, but one can be a toxic place to work and the other can nurture employees to perform at their best.
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Summary: In the early days of the independent advisory industry, virtually all advisors had been brokers or insurance agents in their previous careers.
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Summary: In 2017, planners overseeing roughly $40 billion in client assets moved to RIAs or IBDs, seeking greater flexibility and freedom to structure their practices as they saw fit. But generally, that freedom offers fewer benefits — including those that might be particularly attractive to younger advisors thinking of building families.
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Summary: Without question, China is one of the most successful countries at negotiating business deals. Jeff Moon’s July 17 Wall Street Journal article, “The President Turns the Tables on China,” lays out what has made China so successful when negotiating with foreign companies wanting to make inroads into their country.
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Summary: A financial advisory practice is a business and you have to make sure you can handle growth in a scalable manner, but just because your practice has just the right number of clients now doesn’t mean you can write off marketing.
