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Summary: Efficiency will have to become the new mantra at independent financial advisory firms as revenue continues to slide and compensation climbs.
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Summary: Twelve months ago, I thought my entrepreneurial journey might be over. I was two months away from closing my RIA due to client attrition and low funds. It seemed the sensible option. I even had a safety net in the form of unsolicited job offers.
Added on October 2017 in Join an RIA
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Summary: Do you have friends or relatives who are considering becoming an advisor? The skills acquired in college can set the career trajectory for promising young talent. Whether the goal is to work at an investment brokerage firm or an RIA with her own shop, one thing is certain: Financial advisor of the future will need specialized training on top of their college degrees in order to succeed.
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Summary: Average advisors make wishes. Good advisors set goals. Elite advisors are committed and have systems.The bedrock of success for elite advisors comes from being committed and following systems.
Added on October 2017 in M&A Issues
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Summary: It’s hard to believe that it’s been 5 years since we launched RIA Match. Our last blog focused on the importance of ‘Being Curious’ – a key trait we found among our most active and successful subscribers. In this blog, we focus on our own curiosity themes that we’ve seen between the buyer and seller relationship over the past 5 years and some key takeaways:
