From Financial Planning
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Summary: There’s a sense that although the business climate is favorable now, but veteran brokers know nothing lasts forever. Going forward, the advisory business could get more difficult. Potential fee compression is one issue. Lower fees mean that advisors need to control more assets to generate the same level of gross production.
From ThinkAdvisor
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Summary: Often, advisory firms will try to bring on a new employee and expect them to be the best at what they do, right out of the gate — without providing the tools and support necessary for that to happen. Then those same advisors wonder why their employee does mediocre work, leaves the company, or fails at their job outright.
From RIA Match
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Summary: Started my practice in 2017 primarily serving millennials, I’ve been in the industry for 3 years and on the verge of completing the CFP program. Looking to connect with owners who are looking to sell their practice or part (millennial clients) of it. I’m primarily based in Michigan and Southern California but my practice is almost entirely virtual so location isn’t a deal breaker.
From WealthManagement.com
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Summary: We’re often asked how to incorporate non-producing team members into the team’s marketing efforts. It’s a great idea, but only if done the right way. We’ve seen countless examples of advisors attempting to delegate client acquisition responsibilities in full. Never, we repeat never, does this work.
From Financial Planning
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Summary: There has been an upsurge in advisor moves for two basic reasons: A realization that the bull market will end one day and concerns about looming industry changes.
