From Financial Planning
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Summary: Life seldom takes you where you expect. Since 2008, Life Planning Partners has grown to four advisors and an office manager with a part-time administrative assistant. We now serve 95 client families: Our niche is the millionaire-next-door DIYer who recognizes that their finances have become too complicated to do well on their own.
From IRIS
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Summary: Working as a financial advisor is one of the highest ranked business careers according to a recent U.S. News & World report, advisors rating it highly for job satisfaction and prospects. As a financial advisor you can make a real difference to your clients’ lives, making this a rewarding profession to aim for.
From WealthManagement.com
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Summary: [Podcast] One of the top concerns we hear from advisors considering independence is, “How can an independent firm possibly compete on a technology level with the wirehouses?”
From WealthManagement.com
Added on July 2019 in M&A Issues
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Summary: For advisors looking to get in on the action, the best way to improve a firm’s valuation is via organic growth, according to panelists at Pershing’s RIA Symposium in New York this week. And a few high-end RIAs speaking at the conference said their ancillary services, or family-office-like offerings, are driving that growth in their businesses.
From ThinkAdvisor
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Summary: OK, you’ve been to more seminars on growing your business through referrals than you can count. Sometimes, we take something that should be simple and make it complicated.
