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Summary: Most of the successful firms I have worked with over the years have a disciplined process in place to manage employees. This can range from setting initial job expectations to developing compensation plans and guiding overall career progression.
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Summary: John "Jack" Bogle, the man who introduced low-cost, passive investments to the mutual fund industry and helped millions of small investors send their kids to college and retire better, died Wednesday in Bryn Mawr, Pa. He was 89 years old. The cause of death was cancer.
Added on January 2019 in M&A Issues
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Summary: I've been plugging away for 25 years and feel like it's time for some kind of change. My firm owns a nice office space on Sanibel and there aren't Reps out here - a great opportunity for asset gathering.
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Summary: Financial advisors regularly struggle with time management. It’s true: You are always looking for an effective way to communicate your value proposition, balancing the need to stay in front of your clients, and communicating with your team while seeking to grow your practice by adding new clients.
Added on January 2019 in Form an RIA
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Summary: Eleven-year UBS veteran Brett Oley knew that he eventually wanted to be an independent financial advisor and planned to move within the next 10 years of his career. But he did what many would consider unthinkable: At age 35, with a new baby at home and $90 million in AUM, he started his own practice with independent broker/dealer Raymond James Financial Services. Sixteen months later, Brett and his partner, Ryan Kinser (who joined him in May 2018), are thrilled to be business owners and excited for what the future holds for them. Today, Oley Kinser Concierge Wealth has grown to $125 million in AUM and is continuing its upward trajectory.
