From ThinkAdvisor
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Summary: Practices focused on their client-centric experience have more assets and lower attrition rates than other firms, according to recent industry research.
From RIA Match
Added on May 2019 in M&A Issues
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Summary: Seeking to join an existing RIA in the Colorado Springs area. I have earned a Bachelors from Arizona State, served as an Army officer for 4 years, and earned an MBA from Notre Dame. I am enthusiastic about serving clients and am seeking to join a firm that shares my client-first mentality.
From FA Magazine
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Summary: The financial advice profession has often fallen short when it comes to serving young people, people of diverse backgrounds and low-net-worth households. That’s because one of the longtime draws of financial advice is earning above-average income by offering services to the wealthy. But younger advisors today see more than that—they see opportunities serving those groups who aren’t being served.
From Financial Planning
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Summary: According to Gallup’s State of Employee Engagement 2018 study, companies with engaged teams have dramatically higher job retention rates and lower absenteeism, higher productivity and greater profitability. For advisory firms whose business model is built on client retention, your team is what drives your value proposition. Since the average headcount of most firms is six employees, this means that even if one employee is not fully engaged or decides to quit, a huge burden will be placed on other members of the team.
From WealthManagement.com
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Summary: [Podcast] Welcome, everyone. Welcome to the 126th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is Martine Lellis. Martine is a principal and the chief operating officer at Sullivan, Bruyette, Speros & Blayney, an independent RIA with nearly $4 billion of assets under management serving 1,100 affluent clients in the Washington, D.C. area.
