0 visitor like this article | Viewed 3986 times | 0 comment
Summary: Often, advisory firms will try to bring on a new employee and expect them to be the best at what they do, right out of the gate — without providing the tools and support necessary for that to happen. Then those same advisors wonder why their employee does mediocre work, leaves the company, or fails at their job outright.
0 visitor like this article | Viewed 4100 times | 0 comment
Summary: Started my practice in 2017 primarily serving millennials, I’ve been in the industry for 3 years and on the verge of completing the CFP program. Looking to connect with owners who are looking to sell their practice or part (millennial clients) of it. I’m primarily based in Michigan and Southern California but my practice is almost entirely virtual so location isn’t a deal breaker.
0 visitor like this article | Viewed 4162 times | 0 comment
Summary: The financial advisory industry is on the brink of a major disruption: as advisors age out of the industry, the next generation isn’t entering the field fast enough to fill the gap.
0 visitor like this article | Viewed 4171 times | 0 comment
Summary: For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is.
0 visitor like this article | Viewed 3983 times | 0 comment
Summary: In a financial planning industry constantly chastised for not taking succession planning seriously enough, Michael Chasnoff might be considered an anomaly: He's 12 years into a 22-year succession plan.
