From ThinkAdvisor
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Summary: Introversion is more common than most people think, researchers have found. Introverts are everywhere, even in people-focused careers like financial planning.
From wealthmanagement.com
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Summary: We live in an age where a financial advisor's name and reputation can be built up or shattered based on his or her online presence. Google Search and online reviews are now standard resources investors use to research and vet financial advisors. Knowing what’s at stake, building and maintaining a strong, positive online footprint must be a priority for growth-minded advisors.
From InvestmentNews
Added on December 2019 in Form an RIA
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Summary: PFI Advisors continues to tout the benefits of professional management for RIAs. As Rich Gill of Wealth Partners Capital Group recently stated on the Mindy Diamond on Independence podcast, the first two non-client-facing executive-level hires for RIAs are typically the chief operating officer and the chief compliance officer. The COO is brought in to "…make sure the trains are running on time," he said, while the CCO is hired to "de-risk the business."
From Advisor Perspectives
Added on December 2019 in Form an RIA
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Summary: How your firm prices its services is about more than just boosting profit margins. The right fee structure is vital to client satisfaction and your long-term success.
From InvestmentNews
Added on December 2019 in M&A Issues
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Summary: No, that's not a premise for a TV sitcom – it actually describes my family's life-changing leap from city to country six years ago. The implications of that transition (which, I assure you, persist) often come to mind as I see the unprecedented number of RIAs taking their own major leaps into transformational mergers and acquisitions (M&A).
