From IRIS
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Summary: Last week while speaking in Atlanta to 120 advisors, swimming trials were being held, and many asked me what makes the split-second differences – is it a particular training exercise, diet, or rest? What separates those who will go on to make history from the other competitors? What’s the one thing that matters most?
From On Wall Street
Added on September 2016 in Join an RIA
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Summary: Dale Cebert has gone from advising as an independent registered investment adviser to a massive wirehouse and back again to the independent world, and he is eager to talk up the virtues of both models.
From Think Advisor
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Summary: The initial interaction between a financial advisor and client is crucial not only for building the trust and confidence needed to sustain that relationship, but also for the long-term health of the wealth management firm.
From InvestmentNews
Added on September 2016 in Form an RIA
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Summary: Financial advisory firms that find themselves on an aggressive growth track should be mindful of where they might be headed, because every stage of growth comes with unique challenges.
From On Wall Street
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Summary: Earlier this year, I wrote a column titled “You Might Be a Salesperson If…” in which I described some traits of planners whose primary activity is sales, rather than advice. I was surprised by the vehemence of the emails and online responses from people who first self-characterized as salespeople based on what I wrote, and then objected to my depiction of them.
