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Summary: Company cultures fascinate me. Two RIA firms can offer the same services and produce the same revenue, but one can be a toxic place to work and the other can nurture employees to perform at their best.
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Summary: In the early days of the independent advisory industry, virtually all advisors had been brokers or insurance agents in their previous careers.
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Summary: In 2017, planners overseeing roughly $40 billion in client assets moved to RIAs or IBDs, seeking greater flexibility and freedom to structure their practices as they saw fit. But generally, that freedom offers fewer benefits — including those that might be particularly attractive to younger advisors thinking of building families.
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Summary: Becoming financially literate goes a long way toward achieving financial security, and Google is increasingly facilitating this process for many Americans.
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Summary: We recently worked with a financial advisor who had successfully grown his business in the past, only to see his sales eventually flatline. That’s a common situation for advisory firms.
