Added on February 2017 in Join an RIA
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Summary: When working with firm owners I typically hear, “we don’t have people with the right skills for the demands of this business.” Conversely when I interview employees of advisory firms I hear, “this firm doesn’t take advantage of half of my skills that I have to offer."
Added on February 2017 in Join an RIA
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Summary: That's where a financial advisor often comes in. Those with certification can provide a range of financial advice from budgeting to estate planning. (You also don't have to be a millionaire to afford one.) There may be an even greater impetus to find a qualified professional now with the fate of the Department of Labor's investor protection rule in limbo.
Added on January 2017 in Join an RIA
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Summary: For the past 30 years, the conventional wisdom has been that advisors who want the best recruiting deals should flaunt bigger offers they have from rival firms to encourage other suitors to raise their bids. But is this really always the best strategy?
Added on January 2017 in Join an RIA
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Summary: Transitioning your practice from one advisory platform to another can be an efficient, well- thought-out project — or a complete disaster. For the most part, it’s in your hands whether or not the process is painful.
Added on December 2016 in Join an RIA
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Summary: The most stressful time for an advisor who’s thinking about leaving their firm is the time “in between”—that is, the time between deciding it’s time to go and actually making the leap.
