From Nerd's Eye View
Added on February 2018 in Form an RIA
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Summary: My journey evolved from the excitement of the launch, to the landing of my first client, to the fear of not knowing what my financial planning deliverable was, to coming to the realization at around six months that “this is working” and I won’t go out of business, to increasing my fees (a few times), to losing my first client, and to eventually paying myself my first paycheck.
From Financial Planning
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Summary: Unhappiness seems particularly prevalent among firms managing between approximately $100 million and $300 million of AUM — a subcategory of firms I call “accidental business owners.” Though these individuals may have built successful and profitable businesses, they might have never imagined having to spend so much time managing.
From Financial Planning
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Summary: Planners at the T3 Advisor Conference were posed that challenge in presentations that sought to explain the importance of distributed ledger technology and its future impact on the financial industry.
From InvestmentNews
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Summary: Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations.
From RIA Match
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Summary: RIA Match offers three different levels of plans tailored to varying levels of need. Select the one that best fits your current requirements. You can always change your package at a later date.
