From WealthManagement.com
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Summary: One of the most common misconceptions regarding succession planning is: “I’m young and healthy. I’ll think about succession planning when I’m closer to retirement.”
From On Wall Street
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Summary: We all know it takes many years and plenty of gray hairs to build a great financial advisory practice, right? Maybe not. If you do it correctly, you can build a successful business much faster than you may have ever thought possible. Research by my firm, CEG Worldwide, has found a select group of advisors who are green in terms of experience, but are generating great success in their businesses.
From InvestmentNews
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Summary: It used to be that Twitter users were focused mostly on getting the highest number of account holders to follow their string of tweets. While a certain bulk of followers will always be important, it takes more than just a mass following to be considered influential on the 140-character social media platform.
From IRIS
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Summary: Conferences are a great way for financial advisors to hear about best practices from thought-leaders, learn about the latest products and services available, and stay connected with peers and engaged with the industry. Here are 4 tips to help you maximize your conference return-on-investment (ROI).
From InvestmentNews
Added on January 2016 in Join an RIA
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Summary: Wirehouse advisers looking for independence have choices of the type of firms they create or join – independent broker-dealers, existing registered investment advisers or their own RIA. But the option that eliminates the most business worries will require them to surrender up to 25% more of the profits.
