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Summary: Employees leaving quickly could mean that your team will never reach the success you’ve planned out for your business. And the question that needs to be answered here is ‘Why do employees leave a company?’ What is it that companies are doing wrong because of which they are not able to sustain good employees?
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Summary: Customer referrals, financial and non-financial events for clients and their friends, a visible media presence and involvement in community affairs are the best bets, experienced practitioners say.
Added on April 2017 in Join an RIA
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Summary: Every day we are faced with choices in our careers that will affect us over the long term. Should I volunteer for that new project? Should I ask for a raise? Should I take a sabbatical? Should I say yes to overtime? But sometimes we miss the biggest choices that will cause us to look back on our careers 20 years from now with pride and contentment — or regret.
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Summary: I recently worked with an adviser whose firm has been expanding its ownership for the past 10 years. He summed up his succession planning process this way, “Succession planning should be about doing what's best for the clients, the business and protecting all of your constituencies.” In other words, succession planning is about taking care of your firm’s future.
Added on April 2017 in Form an RIA
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Summary: I am asked countless times a week by smart and curious advisors about how the economics of going independent compare to the present value of taking a check from a wirehouse or other major brokerage firm (today maxing at 175% cash up front). Figuring that the question is a valid one and that it is on so many people’s minds, here is my answer.
