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10 Things Only Exceptional Bosses Give Employees

Added on July 2014 in Manage Your Practice
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Summary: Good bosses have strong organizational skills. Good bosses have solid decision-making skills. Good bosses get important things done. Exceptional bosses do all of the above -- and more. (And we remember them forever.) Sure, they care about their company and customers, their vendors and suppliers. But most importantly, they care to an exceptional degree about the people who work for them.

The Engineer

Added on July 2014 in Form an RIA
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Summary: How Brian Hamburger became the man behind the curtain in almost every major breakaway deal and helped define the industry. Over the past decade, Hamburger has been the architect behind almost all of the highest-profile breakaway deals in the industry, helping countless advisors transition away from brokerage houses and toward independent business models.

Key Steps to Breaking Away

Added on July 2014 in Join an RIA
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Summary: There is one overwhelming consensus that keeps financial advisors from declaring their independence: breaking away is difficult and puts that business at risk. However, this isn’t always true.  The move to independence can often be executed seamlessly, and result in a new firm that is positioned for greater success and faster growth.

20 Best & Worst Cities to Start a Career

Added on June 2014 in Join an RIA
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Summary: WalletHub has analyzed the 150 largest American cities to determine which areas provided the most opportunity for career starters. The site rated each city based on a total of 18 metrics in two categories: quality of life and professional opportunities.

Happiest Advisors Have Clarity

Added on June 2014 in Thought Leadership
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Summary: Advisors are happiest when their firm's corporate strategy and compensation are easy to understand and clearly communicated, according to a J.D. Power & Associates study, which ranks firms according to advisor satisfaction.

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