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Summary: I am a financial planner with almost a decade of experience, ultimately looking for an opportunity to work "on" the profession of financial planning rather than "in" the profession. In the short-run, I am happy to be an advisor and continue to hone my craft. In the long-run, I hope to elevate beyond typical client work and increase my potential impact to the firm and the profession.
Added on October 2019 in Join an RIA
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Summary: This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities.
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Summary: One of the easiest ways to make your financial planning practice stand out in this crowded industry is by niching your practice. In fact, the most successful advisors around the country have already decided to niche their practices — with good reason. In a recent survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices.
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Summary: Looking forward presenting at the Dimensional Fund Advisors M&A Workshop on Oct 3rd.
Added on October 2019 in M&A Issues
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Summary: As the RIA industry matures, consolidates, grows, and evolves, many of our clients contemplate M&A transactions, changing their technologies or workflows, or they may strive to break away from their current employer to build their own RIA. We focus our attention on building and improving the operations and efficiencies of these firms, and often write practice management pieces to share our learnings and best practices.
