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Summary: The success of your business is largely in the hands of the people who work for you, and the relationship you and your team have with your clients is in essence your business’ secret sauce. It follows then that one of the most important decisions you can make — a decision that has lasting impact on the long-term success of your business — is who you choose to hire.
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Summary: As we draw closer to the effective date of the Labor Department’s fiduciary rule in April, I’m astonished at how the nitty-gritty aspects of complying with the rule—such as how to define a client’s best interest, and which actions are considered conflicts of interest—are distracting from the bigger picture.
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Summary: Did you ever have a call with a prospect where you just came away with this really bad feeling ? And in spite of that ominous feeling, you just continued to chase the deal anyway ? Did it go anywhere ? And if it did, did that prospect turn out to be a great client ?
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Summary: Transitions always trigger grief, because they require leaving behind something known and moving into the unknown. A presidential election is no exception. The results are particularly volatile this year because half of the people in this country voted for Hillary Clinton and half voted for Donald Trump. Consequently, no matter the final outcome, half of the citizenry is destined to grieve.
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Summary: [INFOGRAPHIC] An increasing number of advisors are choosing the freedom and control that come with being an independent Registered Investment Advisor (RIA). What’s more, the RIA model is creating significant opportunity: RIA channel assets and revenue continue to climb—and it’s not just because of market returns. Take a closer look at the numbers.
