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Summary: Given the large number of solo practitioners and silo practices that make up the planning universe, succession planning is typically a difficult problem. Replacing a seasoned sailor with a fresh recruit is replete with challenges and can carry a significant risk.
Added on February 2016 in Join an RIA
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Summary: Instead of an office, conference room or coffee shop, Priya Malani prefers to meet her clients for drinks.Wearing a leather top and jeans with holes fashionably cut into the knees, the 33-year-old advisor and founding partner of Stash Wealth, a Brooklyn-based financial planning startup, says she knows her style won’t appeal to everyone. When it comes to financial discussions, some people need the suit-and-tie gravitas of traditional institutions.
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Summary: In a session at TD Ameritrade’s 2016 National LINC conference in Orlando, attendees discussed ways they were positively interacting with their communities and the benefits to their businesses.
Added on February 2016 in Join an RIA
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Summary: Eric Roberge's career as a financial planner began in frustration. He slogged through mutual fund-related tax work in his first job at J.P. Morgan. He broke out as an advisor just as the market was crashing in 2008. The founder of a firm where he worked dangled the prospect of his buying the practice, but wouldn’t commit.
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Summary: For advisory firms, three favorites of Beverly Flaxington, principal at adviser coach The Collaborative, are the DISC, StrengthsFinder and Kolbe assessments. These, as well as the 16PF Questionnaire, the Caliper Profile and other personality tests, can help reveal what the interviewer can't see and won't hear from the interviewee.
