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Summary: As an advisor, you make sure to know when your clients plan to retire. But they don’t ask when you are going to retire. Instead, like our patriarch, they assume. The fact is, our advisor client has no intention of retiring anytime soon.
Added on February 2018 in Join an RIA
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Summary: In the moments when we need to make a critical decision that could alter everything, the “what if” scenarios rise to the surface, only to stop us dead in our tracks. Then one of two things happens: You make a decision and move boldly on with your life, or fear takes hold.
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Summary: As director of strategy at Modo Modo Agency, Amanda Creger has worked on every major client the agency has had in the last 8 years. She’s managed them, researched them, coached them, helped them, served them and acted alongside them. She has over 15 years experience in the trenches and in the boardroom with clients, having worked on every conceivable type of initiative from company positioning and branding, new company and product launches, sales force enablement, thought leadership, and every kind of nurture, drip, touch, push and pull exercise.
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Summary: As the 2018 Winter Olympics continue to generate headlines around the world, I've taken notice of what these athletes must inherently possess just to qualify for the Olympics, let alone win a medal. They're the gold standard for their respective sport, and their mindset could surely teach advisers a few things. Beneath the surface and behind the podium, there lies an invisible quality I feel most of us should recognize.
Added on February 2018 in M&A Issues
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Summary: [Podcast] An expanded landscape has paved the way for breakaway advisors to monetize their businesses in the short-term, with a growing number of ways to fund start up, de-risk a move, and replace lost unvested deferred comp.
