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Summary: Two advisory firms can have nearly identical revenue and assets under management. Yet if one structures its business in specific, strategic ways, it can command more than twice the valuation of a lifestyle-oriented practice — even if the other firm is larger.
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Summary: [Gallery] About 70% to 80% of business partnerships fail within five years. Tanya Rapacz, owner of the consulting firm The Partnership Resource, knows why firsthand. The former financial adviser saw the merger of her own firm with another fall apart after just two years because the partners weren’t compatible.
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Summary: There's a lot more to succession planning than just hiring younger advisers, but some registered investment advisers aren't even doing that part right.
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Summary: To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.
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Summary: I’d like to catch-up where we last left off in our millennial advisor blog series, when we covered the topic of recruitment and effective ways for attracting young talent to become financial advisors. Once you’ve attracted them how can you keep them? This week, I’ll share what our research points to as good ways to develop and retain young, new recruits.
