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Summary: Our firm is running full tilt and has been growing significantly over the last few years. Our founder has been personally involved in every single hire we’ve made from our inception 14 years ago. Our growth has forced us to hire people perhaps a bit more quickly than we would have preferred, but we haven’t had much choice because our workload is growing exponentially.
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Summary:There’s nothing like a new year to inspire deep reflection.
On the one hand, Jan. 1 gives us the chance to look back and reflect on the past 365 days with their ups and downs. On the other hand, it spurs us on to look forward; to use our past losses to propel us to future wins.
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Summary: One of the most common questions I hear from financial advisors who are on teams is about succession planning. Whether it’s the senior financial advisor (team leader) thinking of slowing down (or retiring), a junior financial advisor asking for a roadmap, or even a sole practitioner thinking of selling their practice—it’s become a serious industry issue.
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Summary: We are a unique RIA platform and innovators in portfolio management We have offices in CA, FL & NYC and we work with advisors nationwide. We provide all operations, business development support, multiple custodians, and competitive fees/pay-out.
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Summary: I have been in the advisor industry for almost 13 years and I have a solid grip on what I am doing. I have changed employers a few times during that period and I am now the owner of my own small RIA. I love the autonomy and unique approach I offer, but I would also like to make more money. There are many large advisors looking to retire, but they do not have a successor lined up or even know where to look for one. As such, how could I identify those advisors and position myself as a worthy candidate for their succession needs?
