0 visitor like this article | Viewed 3291 times | 0 comment
Summary: Started my practice in 2017 primarily serving millennials, I’ve been in the industry for 3 years and on the verge of completing the CFP program. Looking to connect with owners who are looking to sell their practice or part (millennial clients) of it. I’m primarily based in Michigan and Southern California but my practice is almost entirely virtual so location isn’t a deal breaker.
0 visitor like this article | Viewed 3514 times | 0 comment
Summary: We’re often asked how to incorporate non-producing team members into the team’s marketing efforts. It’s a great idea, but only if done the right way. We’ve seen countless examples of advisors attempting to delegate client acquisition responsibilities in full. Never, we repeat never, does this work.
0 visitor like this article | Viewed 14 times | 0 comment
Summary: There has been an upsurge in advisor moves for two basic reasons: A realization that the bull market will end one day and concerns about looming industry changes.
0 visitor like this article | Viewed 3275 times | 0 comment
Summary: Sharing a client relationship with another advisor is as appealing as sharing your toothbrush. But relationship sharing is what can stop clients from terminated you and keep the ACAT forms away.
0 visitor like this article | Viewed 3601 times | 0 comment
Summary: Most think of “breakaways” as those who leave the wirehouse world in search of greater freedom and flexibility and to create their own independent practices. It’s also common for these folks to focus initially on organic growth, then consider acquisitions down the road.
