From InvestmentNews
0 visitor like this article | Viewed 2808 times | 0 comment
Summary: As in every field, financial advisers have a standard set of metrics they use as a barometer for success.
From RIA Match
0 visitor like this article | Viewed 3040 times | 0 comment
Summary: I am a financial planner with almost a decade of experience, ultimately looking for an opportunity to work "on" the profession of financial planning rather than "in" the profession. In the short-run, I am happy to be an advisor and continue to hone my craft. In the long-run, I hope to elevate beyond typical client work and increase my potential impact to the firm and the profession.
From wealthmanagement.com
Added on October 2019 in Join an RIA
0 visitor like this article | Viewed 3614 times | 0 comment
Summary: This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities.
From ThinkAdvisor
0 visitor like this article | Viewed 3142 times | 0 comment
Summary: One of the easiest ways to make your financial planning practice stand out in this crowded industry is by niching your practice. In fact, the most successful advisors around the country have already decided to niche their practices — with good reason. In a recent survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices.
From Dimensional Fund
0 visitor like this article | Viewed 2621 times | 0 comment
Summary: Looking forward presenting at the Dimensional Fund Advisors M&A Workshop on Oct 3rd.
