From WealthManagement.com
0 visitor like this article | Viewed 2680 times | 0 comment
Summary: If we go by net new assets (and stripping out market growth), how much is your firm actually growing? If you look at most industry benchmarks, top RIAs are growing by more than 15%. If you are not growing by that amount, why not?
From Financial Planning
0 visitor like this article | Viewed 2725 times | 0 comment
Summary: Baby boomer advisors will go to their graves feeling justly proud of their achievements in the financial services world. Yet I would argue that that younger advisors have driven even more change.
From ThinkAdvisor
0 visitor like this article | Viewed 2688 times | 0 comment
Summary: Often, advisory firms will try to bring on a new employee and expect them to be the best at what they do, right out of the gate — without providing the tools and support necessary for that to happen. Then those same advisors wonder why their employee does mediocre work, leaves the company, or fails at their job outright.
From RIA Match
0 visitor like this article | Viewed 2861 times | 0 comment
Summary: Started my practice in 2017 primarily serving millennials, I’ve been in the industry for 3 years and on the verge of completing the CFP program. Looking to connect with owners who are looking to sell their practice or part (millennial clients) of it. I’m primarily based in Michigan and Southern California but my practice is almost entirely virtual so location isn’t a deal breaker.
From WealthManagement.com
0 visitor like this article | Viewed 2828 times | 0 comment
Summary: The financial advisory industry is on the brink of a major disruption: as advisors age out of the industry, the next generation isn’t entering the field fast enough to fill the gap.
