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Summary: Every year, many owners (or partners) of advisory businesses, sometimes even founders, are asked to leave their firms for reasons ranging from underperformance to poor relationships or disastrous mistakes they have made.
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Suimmary: If you want to instill lasting and genuine loyalty in your clients, you have to understand what makes them tick. However, the subtle art of delivering exceptional client experiences is as much about you as it is about them. Don’t believe me? Try this deceptively simple self-awareness exercise: For 24 hours, as you go about your daily tasks, ask yourself: “Why am I doing this?”
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Summary: The new RIA, called Live Oak Private Wealth, is a subsidiary of Live Oak Bank, which is part of the publicly traded holding company Live Oak Bancshares headquartered in Wilmington, N.C. The new independent advisory firm will operate separately from the bank’s other businesses and will focus on serving high-net-worth individuals and families as well as nonprofit institutions.
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Summary: The Death of Referrals.That’s how industry research completed 2 years ago explained the decline in referrals as the top driver of growth for advisors. Regardless of these research findings, entrepreneurial advisors will always need referrals to remain profitable and achieve long-term growth.
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Summary: How can I pull a team together most effectively? We have spent a lot of time in the hiring process identifying great people and each one – on their own – is very good. But when they come together they all jockey for the top-dog position.
