From WealthManagement.com
0 visitor like this article | Viewed 3539 times | 0 comment
Summary: Over the past decade, many advisors have come to recognize that the ability to control how they run their business and service their clients is more attainable in the independent space. And they see significant value in being able to access the best of the industry’s resources (like shopping the Street for the best loan terms or investment options) and not being limited to their firm’s selection of offerings.
From Financial Planning
0 visitor like this article | Viewed 3193 times | 0 comment
Summary: I’ve learned to pay attention to the first 30 seconds when I visit a firm. In the approximately 350 offices I have visited, my first impressions are generally neutral to positive. On occasion, though, a few offices strike an exceedingly positive—or negative—note.
From Financial Advisor IQ
0 visitor like this article | Viewed 3102 times | 0 comment
Summary: At a steady rate, independent RIAs continued to gain market share in 2015, with their client assets growing faster than other types of advice providers, an Aite Group 2016 study has found.
From WealthManagement.com
0 visitor like this article | Viewed 3652 times | 0 comment
Summary: The final decision to change jobs is typically made when that final straw breaks the proverbial camel’s back. There is a lot of emotion involved in “I’m out of here!” and emotional decisions can be difficult to reverse.
From InvestmentNews
0 visitor like this article | Viewed 3145 times | 0 comment
Summary: Here are three affordable email systems can help you kick-start those email marketing campaigns. There are other additional options out there, but these three are a great place to start your search.
