From Nerd's Eye View
Added on October 2015 in Form an RIA
1 visitor like this article | Viewed 4289 times | 0 comment
Summary: The ‘popular’ view of the world of financial advisors these days is that we’re all in a collective race for size and economies of scale, because only the largest can survive and everyone else is doomed to a world of declining profit margins as the overhead costs of running an advisory firm grind their income down to nothing.
From wealthmanagement.com
1 visitor like this article | Viewed 2798 times | 0 comment
Summary: Work your warm market” is the mantra for newly minted financial advisors. And what market is warmer than family? They are the most accessible and usually have an interest in supporting your success. They may feel that, as family, you will be more trustworthy and treat their investments with a heightened sense of care and protection. Or maybe they just didn’t know how to say no to you.
From Financial Planning
0 visitor like this article | Viewed 3032 times | 0 comment
Summary:So you want to hire young planning talent. It's a timely goal as the planning industry continues to struggle with a severe lack of qualified younger recruits, at the same time that many young planners complain they can't find work.
From Financial Planning
Added on October 2015 in M&A Issues
1 visitor like this article | Viewed 3207 times | 0 comment
Summary: Even how they marry intimacy to scale, perhaps it’s no surprise that, in recent years, large regional advisory hubs known as offices of supervisory jurisdiction have proven increasingly popular.
From Investment News
1 visitor like this article | Viewed 3053 times | 0 comment
Summary:Recently, I spoke with an experienced adviser who was frustrated that his clients often base important financial decisions on random articles or pieces of information they read online, rather than consult with him for advice. I reminded him that educating his clients is a necessary step in establishing a relationship of trust — a relationship where his clients turn to him for their greatest financial questions and decisions.
