Added on April 2026 in Join an RIA
0 visitor like this article | Viewed 19 times | 0 comment
Summary: Advisor recruitment and retention remain a challenge across the industry with high attrition numbers; competition for the same pool of talent; and expectations of advisors in terms of compensation, support and career paths. To learn more about these issues, we spoke with Megan Glover, Chief People Officer at EP Wealth Advisors and Connor Sung, Director of Practice Management at eMoney Advisor.
0 visitor like this article | Viewed 3455 times | 0 comment
Summary: We are all going to age and, one day, will need to transition out of our profession. This shift can either be smooth and uneventful to our clients, or it can be jarring and unnerving, causing clients to lose confidence and seek out a new advisor.
0 visitor like this article | Viewed 4690 times | 0 comment
Summary: As Kevin Myeroff explains it, many of his peers gripe about how difficult it is to find young talent and yet they refuse to pay up for it. “We created an apprenticeship that lasts for five years” that also “paid a working wage,” says the principal and senior strategic advisor of Akron, Ohio-based Sequoia Financial Group, a Barron’s-ranked top RIA firm. “We had to do it a different way because the traditional way was not working.”
1 visitor like this article | Viewed 5048 times | 0 comment
Summary: Advisors want to learn how to help protect clients against life, aging and investment risk.They seem to be less interested in learning how to help clients handle more specialized kinds of life challenges.The American College of Financial Services has published data supporting that view of advisors’ goals in a new summary of results from a recent survey of 386 independent advisors at RIA firms
Added on January 2022 in Join an RIA
0 visitor like this article | Viewed 5330 times | 0 comment
Summary: The most successful advisor transitions occur when all parties are fully focused on the process every step of the way. Transitions have a plethora of moving parts, and without full engagement from the advisory team involved, it becomes increasingly difficult to facilitate the change on your preferred (and in most cases, mission-critical) time line. Here is an example of a recent transition, focusing on two critical keys to success I have gathered from my experience in working with advisors.
