Try one month free with this coupon: ria_match_promo

Home > 
Knowledge and Insight
« 1 2 3 4 5 »

All Articles


How to pick the best successor for your firm

Added on September 2019 in Plan for the Future
0 visitor like this article | Viewed 136 times | 0 comment

Summary: Over the past two years, the number of calls I have received about how to successfully transition ownership to an internal successor has dramatically increased. It's about time. Two-thirds of financial planning firms now are developing an internal successor and 45% have a working plan in place or have recently implemented their succession plan, according to this year’s FA Insight People and Pay study.

Preparing next-gen planners for succession starts with this phrase

Added on September 2019 in Plan for the Future
0 visitor like this article | Viewed 49 times | 0 comment

Summary: When succession planning is on the horizon, how does the owner of a planning firm transfer the mantle of trust to their future successor? Financial advice, after all, is very personal. We know our clients' goals, financial successes and mistakes, family joys and upheavals — and sometimes even the dark skeletons in their closets. The relationship takes time to build and years of showing up when the client needs help. 

Three Strategies for Effectively Prospecting Millennial Clients

Added on September 2019 in Plan for the Future
0 visitor like this article | Viewed 55 times | 0 comment

Summary: Financial advisors may have a significant prospecting opportunity with millennials, who are poised to inherit several trillion dollars from the baby boomer generation over the next 25 years.

Verbal agreement became a succession plan

Added on August 2019 in Plan for the Future
0 visitor like this article | Viewed 74 times | 0 comment

Summary: Sometimes a verbal agreement is all you need to get a succession plan rolling.That was the case in August 2008, when John Middleton walked away from a job as an institutional portfolio manager at Invesco to become a financial adviser at a $41 million RIA whose owner, Jim Chesterton, was 67 years old.

Voices: A stranger took a chance on me. Now it's your turn.

Added on August 2019 in Plan for the Future
0 visitor like this article | Viewed 285 times | 0 comment

Summary: When I graduated from high school nearly 25 years ago, I was fortunate to land an internship in financial services through a program called Inroads. The goal of the program was to expose talented minority youth to corporate America and to prepare them to succeed in their future careers.

« 1 2 3 4 5 »

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?