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Summary: As in every field, financial advisers have a standard set of metrics they use as a barometer for success.
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Summary: Looking forward presenting at the Dimensional Fund Advisors M&A Workshop on Oct 3rd.
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Summary: Millennials are now the largest generation in the U.S. workforce. Constituting just over one-third, a considerable number of this cohort are working as independents rather than as employees.
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Summary: By now, most financial planners have probably heard the story of how 13 individuals in different areas of the financial services industry — mutual funds, stock brokerage and life insurance among them — gathered in an airport hotel in December 1969 and planted the seeds of what has become the financial planning profession.
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Summary: [Podcast] My guest on today’s podcast is Matt Oechsli. Matt is the founder and CEO of The Oechsli Institute, which does primary research into affluent investors and how they select advisors, and then provides financial advisor marketing and sales consulting and coaching on how to leverage those research insights to grow their firms by reaching more affluent clients.
