From ThinkAdvisor
Added on April 2018 in M&A Issues
0 visitor like this article | Viewed 4346 times | 0 comment
Summary: M&A activity in the RIA space surged in the first quarter, with the number of deals climbing 12% from a year ago and the average deal size reaching $1.04 billion, according to Echelon Partners’ Q1 RIA M&A Deal Report.
From OnWallStreet
Added on April 2018 in Form an RIA
0 visitor like this article | Viewed 4231 times | 0 comment
Summary: At my first client meeting as a financial advisor, I sat across from a man 25 years my senior, and tried to explain to him the difference between the A share, B share and C share of the mutual fund I was recommending. He interrupted me and said, “whatever one you think is best.”
From Advisor Perspectives
Added on April 2018 in Form an RIA
0 visitor like this article | Viewed 382 times | 0 comment
Summary: [Whitepaper] Advisors know that building and growing their business requires setting goals. For some, though, setting goals poses considerable challenges. Follow these five steps to set the goals that will help you succeed.
From Advisor Perspectives
0 visitor like this article | Viewed 4185 times | 0 comment
Summary: Recently I’ve asked top-performing advisors this simple question: To build a high-performance team, which of these three factors is the most important.
From Advisor Perspectives
0 visitor like this article | Viewed 3899 times | 0 comment
Summary: I am often asked about how best to turn managers into leaders. It is hard because most are not trained to be leaders. Many great educational programs focus on technical skills, but disregard the soft skills needed to make best use of those technical skills. Thankfully, this is changing in many programs, but for in this week’s column, I offer some thoughts you can use to assess your own leadership skills and approach, and inform your current and future leaders.
