0 visitor like this article | Viewed 4828 times | 0 comment
Summary: When we look back at this era of the financial planning profession, I think we’ll assign greater significance to a story that many advisors might have missed this year: the wirehouse industry’s sudden misgivings about its Broker Protocol.
0 visitor like this article | Viewed 4370 times | 0 comment
Summary: Flourish Wealth Management President and founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
0 visitor like this article | Viewed 4287 times | 0 comment
Summary: [Podcast] Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like?
1 visitor like this article | Viewed 4185 times | 0 comment
Summary: Advisers often talk about the importance of building relationships with clients, but many still struggle to connect with the client's entire family. Especially the next generation..
0 visitor like this article | Viewed 3583 times | 0 comment
Summary: Learn 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.
