0 visitor like this article | Viewed 3390 times | 0 comment
Summary: When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs.
Added on April 2017 in Form an RIA
0 visitor like this article | Viewed 4160 times | 0 comment
Summary: Advisors have more opportunity than ever to build the business that they envision. Yet, with all of the different models to choose from within this greatly evolved landscape, we find many are still searching for a utopian opportunity that doesn’t exist.
0 visitor like this article | Viewed 3763 times | 0 comment
Summary: Technology is meant to simplify things, make the financial advisory business more efficient and save advisors time. When Mike Damas set up his independent RIA firm Maryland Capital Advisors in 2005, he found that the technology system he’d invested in was doing the opposite.
0 visitor like this article | Viewed 3468 times | 0 comment
Summary: Delegating is not easy, but it becomes easier once you do it a few times. Delegating is necessary if your goal is to work smarter as you grow your firm. Million-dollar producers delegate! Here’s why… and what steps you can take as you move from being a financial advisor who runs a practice to that of the CEO of your financial advisory firm.
0 visitor like this article | Viewed 3713 times | 0 comment
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?
