From Financial Planning
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Summary: Even with a succession plan in place, some executives may still have a difficult time giving up the reins.
From Business Insider
Added on October 2014 in Join an RIA
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Summary: The financial crisis did curious things to Wall Street. Firms were gone overnight, once-powerful CEOs were never heard from again, and a whole new regime of power reorganized itself from the chaos.
From wealthmanagement.com
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Summary: Richard Sawyer, founder and past president of Norton Financial Services, a firm based in the greater Portland, Maine area, had worked in the financial services industry for more than two decades when a brush with cancer made him start seriously thinking about his retirement.
From Think Advisor
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Summary: Your time is your most valuable asset as an advisor. Yet as a coach to advisors, I’ve observed how so many of you abuse the time you have by reinventing the wheel over and over again. Doing so only leads to eating up more of your time and effort. It also leads to one glaring realization: the need for systems and processes in everything you do.
From InvestmentNews
Added on October 2014 in Form an RIA
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Summary: A tool recently introduced by the online professional network LinkedIn could help investment advisers and brokers with both marketing and compliance. LinkedIn has made it possible for users to download an archive of their data with one click. Information that is exported includes a list of first-degree connections, endorsements, comments made in LinkedIn groups and other content that has been posted in the system.
