1 visitor like this article | Viewed 4168 times | 0 comment
Summary: Rookie advisors may have great personalities and a go-getter attitude, yet still fall short when it comes to bringing in new assets. To get them over the hump, advisor Andrew Ahrens has a formula. On the one hand, he spends considerable time working with the three new FAs at his Lafayette, La.-based practice, helping them build their professional networks. At the same time, he hands over some of his own clients to the newbies.
Added on February 2015 in M&A Issues
1 visitor like this article | Viewed 4062 times | 0 comment
Summary: Will these deals end in great success or in heartache? Advisors have every reason to be skeptical, but we see reasons to be optimistic about these business combinations. Here are our thoughts on each.
Added on February 2015 in Join an RIA
2 visitors like this article | Viewed 3866 times | 0 comment
Summary: While some aspects required in building an independent practice may not involve facing clients, they may be just as vital to generating equity value and sustaining success.
1 visitor like this article | Viewed 3820 times | 0 comment
Summary: As a financial advisor, how do you develop trust with a prospective client and within your organization? We regularly survey our clients and ask: What is the most important thing that makes you stay with us?
Added on February 2015 in Join an RIA
0 visitor like this article | Viewed 3841 times | 0 comment
Summary: It was about 18 months ago that the principals at Denver-based Capital Investment Counsel were faced with a conundrum about the future of their wealth management firm.
