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Still time to register for Wednesday's webinar with Tanya Rapacz of The Partnership Resource

Added on June 2018 in Thought Leadership
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SummaryLearn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach.Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.

My Life as a Client: Two Advisors, One Firm

Added on June 2018 in Thought Leadership
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SummaryWhat do your clients really think about the job you do? We spoke to Tim Brown, owner of Hook Agency, a web design and SEO firm in Minneapolis, and Bea Bonte, his wife and the firm’s social strategist. 

How Advisors Can Beat Their Fear of Sales

Added on June 2018 in Manage Your Practice
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Summary: Subconscious fear hobbles salespeople more than anything else — but it’s easy to change from being timid and reactive to being bold and proactive, Alex Goldfayn, CEO of The Revenue Consultancy, whose clients include Amazon and Sprint, tells ThinkAdvisor in an interview.

Join us for our next webinar on How To Assess Yourself and Your Match to Ensure Success

Added on June 2018 in Plan for the Future
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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.

The Ins and Outs of Breakaways with Matt Sonnen

Added on May 2018 in Join an RIA
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Summary: Matt Sonnen is CEO of PFI Advisors, a leading operations and technology consulting firm. PFI Advisors provides white-glove transition support for billion-dollar breakaway teams. Sonnen previously worked at Merrill Lynch, Luminous Capital, and Focus Financial Partners. Recently, he sat down with Folio President Greg Vigrass for a wide-ranging conversation on breakaways (starting one, purchasing one, or selling one) and technology.

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