Added on September 2018 in Form an RIA
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Summary: Having worked in many business settings throughout my career that were primarily male, I’ve found that it is easy for women to believe we have to be something we’re not. We have to live up to standards that are put upon us and standards that we put upon ourselves. One common standard is “being strong.”
Added on September 2018 in M&A Issues
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Summary: Aggregators, traditional private equity firms, minority-interest private equity firms, family offices and various lenders are all in on the act. There are huge differences between them, however, and navigating the options is like running across a minefield. The wrong deal may blow you team to smithereens. The right partner, on the other hand, can help you address succession and liquidity needs and grow your business to the next level.
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Summary: Saxon was the keynote speaker on September 25 at Bob Veres’ Insiders Forum conference in San Diego. Saxon’s career spans 30 years as a television and film writer, with credits that include The Silence of the Lambs and Philadelphia.
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Summary: But how best should independent advisors measure their own performance? AUM? Firm revenue or profit? Firm revenue or profit growth? Or something less tangible, like, “Am I making enough money and what is my level of happiness?”
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Summary: [Whiteppaper] The Millennial market for financial advisors is challenging. Not only that, but employing Millennials requires financial advisors to have a different mind-set, and conform to the wants and needs of this younger generation.
