From ThinkAdvisor
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Summary: Technology is meant to simplify things, make the financial advisory business more efficient and save advisors time. When Mike Damas set up his independent RIA firm Maryland Capital Advisors in 2005, he found that the technology system he’d invested in was doing the opposite.
From IRIS
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Summary: Delegating is not easy, but it becomes easier once you do it a few times. Delegating is necessary if your goal is to work smarter as you grow your firm. Million-dollar producers delegate! Here’s why… and what steps you can take as you move from being a financial advisor who runs a practice to that of the CEO of your financial advisory firm.
From LinkedIn Pulse
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Summary: Employees leaving quickly could mean that your team will never reach the success you’ve planned out for your business. And the question that needs to be answered here is ‘Why do employees leave a company?’ What is it that companies are doing wrong because of which they are not able to sustain good employees?
From OnWallStreet
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Summary: Customer referrals, financial and non-financial events for clients and their friends, a visible media presence and involvement in community affairs are the best bets, experienced practitioners say.
From LinkedIn Pulse
Added on April 2017 in Join an RIA
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Summary: Every day we are faced with choices in our careers that will affect us over the long term. Should I volunteer for that new project? Should I ask for a raise? Should I take a sabbatical? Should I say yes to overtime? But sometimes we miss the biggest choices that will cause us to look back on our careers 20 years from now with pride and contentment — or regret.
