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Summary:In the majority of advisory firms, the founder is the primary rainmaker. He or she seems to have this innate ability or magical powers to create rain out of hay. For far too long they have been the primary source of new business and the entire firm has grown up around them in support of their rainmaker role
Added on February 2015 in Join an RIA
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Summary: There were fewer financial advisors plying their trade in 2014 than in 2013, according to a new report by Cerulli Associates. In fact, the research firm sees in last year’s numbers the continuation of a trend in FA head count erosion — spearheaded by losses in the wirehouse channel.
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Summary:On Friday, the first full day of the three-day T3 conference, the tech news kept coming, and it was undeniable that technology providers to financial advisors are preparing for a next-gen shift as investors becoming increasingly comfortable with online financial services.
Added on February 2015 in Join an RIA
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Summary: For an advisor, a prospective new firm and a nice up-front check might be the best thing since sliced bread, but if a sizeable portion of the client base doesn’t follow, the move could prove disastrous. So before an advisor’s thought process starts to revolve around nicer office space, greater payout, or the ability to do more business, he or she must first consider things from their clients’ perspective.
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Summary: How do you view technology? Is it one of those things you know you need to run your business, but you fight tooth and nail because it doesn't come naturally? Because it takes a lot of time to learn to use and maximize? In other words, a lot of trial and error.
