From IRIS
Added on November 2017 in Form an RIA
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Summary: After exploring the origins of independence in the first episode of this series on independence for financial advisors, Mindy Diamond walks advisors through a process to help them determine if the model is right for them. She’ll share a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.
From Barron's Advisor Center
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Summary: Wealth advisors should look to Amazon’s proven stronghold in the retail space as a model for building stronger customer relationships.
From Financial Planning
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Summary: There’s one crucial question I ask of clients before I start working with them. It often doesn’t take too long to answer, but it can determine if I accept these people as clients or not.
From WealthManagement.com
Added on November 2017 in Join an RIA
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Summary: When LPL announced their purchase of four National Planning Holdings firms, it wasn’t just another day at the office for advisors in the independent broker/dealer space. “I feel like I’m riding a wave of disruptive uncertainty,” one IBD advisor said to me. “Are we next?”
From InvestmentNews
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Summary: It may seem odd that financial professionals who help clients plan for retirement rarely do a good job planning for retirement themselves. Beyond the cliché that a shoemaker's children often go barefoot, it highlights the fact that most successful plan advisers have little experience building and running a business.
