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Summary: In true entrepreneurial fashion, most financial advisers excel at the technical side of their business — financial planning, investment management and other areas — yet wallow in a bastion of mediocrity when it comes to running their businesses.
Added on April 2018 in M&A Issues
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Summary: M&A activity in the RIA space surged in the first quarter, with the number of deals climbing 12% from a year ago and the average deal size reaching $1.04 billion, according to Echelon Partners’ Q1 RIA M&A Deal Report.
Added on April 2018 in Form an RIA
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Summary: At my first client meeting as a financial advisor, I sat across from a man 25 years my senior, and tried to explain to him the difference between the A share, B share and C share of the mutual fund I was recommending. He interrupted me and said, “whatever one you think is best.”
Added on April 2018 in Form an RIA
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Summary: [Whitepaper] Advisors know that building and growing their business requires setting goals. For some, though, setting goals poses considerable challenges. Follow these five steps to set the goals that will help you succeed.
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Summary: Recently I’ve asked top-performing advisors this simple question: To build a high-performance team, which of these three factors is the most important.
