From WealthManagement.com
0 visitor like this article | Viewed 4028 times | 0 comment
Summary: A succession crisis looms over our industry like a wall of bricks falling in slow motion. After years of reports beating the drum about our graying industry, there are still too many advisors who have no idea what will happen to their firms after they retire.
From Barron's Advisor Center
0 visitor like this article | Viewed 3399 times | 0 comment
Summary: If you’re following baseball this summer, you’re likely to hear talk about exit velocity. That’s the measurement of a baseball’s speed as it comes off the bat, right after the batter makes contact. Attaining a higher than average exit velocity is a primary goal for batters because heavy hitters have a better chance of reaching base.
From WealthManagement.com
0 visitor like this article | Viewed 4444 times | 0 comment
Summary: The freedom to design your own future doesn’t have to be a dream. As an independent Registered Investment Advisor (RIA), you can build your vision and serve clients—your way. You just need someone to help you get there. That’s why Schwab Advisor Services™ brought together more than 30 years of industry-leading expertise and insight in The RIA Roadmap. This guide will help to explain the key steps to take to start your journey to independence.
From ThinkAdvisor
0 visitor like this article | Viewed 3772 times | 0 comment
Summary: Less than 2% of the job-seeking candidates are interested in positions that involve “rainmaking” or “marketing. This is key finding from a recent poll my company did with one of the industry’s leading recruiters, Caleb Brown’s New Planner Recruiting, in which we asked candidates about their attitudes toward the jobs they are seeking.
From Financial Planning
0 visitor like this article | Viewed 3900 times | 0 comment
Summary: In my consulting practice, I frequently get asked the same question: What are the ingredients that go into a compensation plan?
