Added on February 2017 in Join an RIA
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Summary: When working with firm owners I typically hear, “we don’t have people with the right skills for the demands of this business.” Conversely when I interview employees of advisory firms I hear, “this firm doesn’t take advantage of half of my skills that I have to offer."
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Summary: Do you really believe that you provide value for your clients? Let me ask again from a different, more important perspective. Do you really believe that your clients believe you provide value?
Added on February 2017 in Form an RIA
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Summary: Financial advisors choose to go independent for several important reasons: First, the economics of going independent are far superior to all other channels. In addition, independent financial advisors own 100% of the equity in their practices.
Added on February 2017 in Form an RIA
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Summary: Clarity about the future of the Labor Department’s fiduciary rule, which became very blurry last week when President Donald Trump ordered a review by the department, could come soon, but not necessarily from the Labor Department.
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Summary: Wikipedia defines the famous ‘chicken or the egg’ question as the “causality dilemma” and in our current world of technology, we cannot help but apply such a dilemma to our industry.
