1 visitor like this article | Viewed 3070 times | 0 comment
Summary: Goals that motivate, which are the only true goals, require a certain mindset. They must be both significant and have a heart and soul commitment. This requires a person to take the risk of failing at achieving something that’s very important to them. For a lot of people, this is extremely uncomfortable. As a result, if they do set goals, they are fairly easy to attain; there’s no real buy-in, and little, if anything changes.
Added on March 2017 in Join an RIA
0 visitor like this article | Viewed 3713 times | 0 comment
Summary: When the markets crashed in 2008, many advisors, and their clients, became disillusioned with the model portfolios and third party strategists on offer from their home offices.
0 visitor like this article | Viewed 2950 times | 0 comment
Summary: Paul Tinnirello has been an advisor and has been through the transition from a large firm to independence. Now he is coaching other transitioning advisors.
0 visitor like this article | Viewed 3204 times | 0 comment
Summary: As many financial advisors approach retirement age, the wealth management industry is searching for ways to draw more young people into the profession.
Added on March 2017 in Form an RIA
0 visitor like this article | Viewed 3559 times | 0 comment
Summary: For an RIA, onboarding a wirehouse advisor or advisory team and incorporating them into your firm is an intriguing concept, but seems daunting to most. The biggest question RIAs always have is, “Where do I begin?”
