0 visitor like this article | Viewed 3989 times | 0 comment
Summary: Often, advisory firms will try to bring on a new employee and expect them to be the best at what they do, right out of the gate — without providing the tools and support necessary for that to happen. Then those same advisors wonder why their employee does mediocre work, leaves the company, or fails at their job outright.
0 visitor like this article | Viewed 4103 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 4419 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 395 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 4208 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.
