From OnWallStreet
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Summary: RIAs If I’m hearing you right, is your latest research telling us exactly how long it takes to work affluent prospects through the pipeline?” asked Josh, then continued, “I guess that means that we should be more assertive in managing our pipelines.
From Advisor Perspectives
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Summary: Summary: The founders of our firm don’t get along. I know I’ve read about this in your column in the past but our situation is unique. They are accusing each other of stealing from the firm, abusing the clients and taking advantage of the employees.
From OnWallStreet
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Summary: As more wirehouse advisors continue to break away from their firms, it's worth remembering that the majority of current wirehouse advisors will never fully embrace the independent model.
From Financial Planning
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Summary: If your firm is considering making any changes to your existing partner compensation plan, from a minor tweak to a major overhaul, there are some basic concepts that you should keep in mind.
From ThinkAdvisor
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Summary: Advisors now can learn from other specialist advisors and consultants in key areas of their business practice through a new website offering by the Financial Planning Association. The FPA Coaches Corner, open to all FPA members, provides thought-leadership white papers, video presentations, webinars, and soon, podcasts, on different FP exercises, such as marketing, team development, cybersecurity, compliance and growth strategies.
