From ThinkAdvisor
0 visitor like this article | Viewed 3141 times | 0 comment
Summary: You aren’t the low-cost option. If clients want to buy stocks, ETFs or otherwise invest in the market, they have alternatives. Your involvement adds value. You know it, but how do you demonstrate that to your client? Here are four easy ways:
From Financial Planning
0 visitor like this article | Viewed 1 time | 0 comment
Summary: Most of the successful firms I have worked with over the years have a disciplined process in place to manage employees. This can range from setting initial job expectations to developing compensation plans and guiding overall career progression.
From Financial Planning
Added on January 2019 in Form an RIA
0 visitor like this article | Viewed 3343 times | 0 comment
Summary: Over the last decade, the total number of state-registered RIA firms has not declined in a single year (specifically, firms with less than $100 million in regulatory assets under management register with the relevant states). At the end of 2008, there were approximately 13,800 firms. That number soared to more than 17,500 firms by early 2018.
From InvestmentNews
0 visitor like this article | Viewed 2697 times | 0 comment
Summary: A new year has begun and most of us have the same goals: Add new clients. Make more money. Become more efficient. But these are not the same as resolutions. According to the Oxford English Dictionary, a resolution is "a firm decision to do or not do something." To reach your goals, specific resolutions must be accomplished. With that in mind, I'd like to suggest that each of you commit to at least one resolution for 2019.
From Financial Planning
0 visitor like this article | Viewed 16 times | 0 comment
Summary: Most of the successful firms I have worked with over the years have a disciplined process in place to manage employees. This can range from setting initial job expectations to developing compensation plans and guiding overall career progression.
