Added on October 2019 in Join an RIA
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Summary: Wirehouses and banking institutions, particularly those that emphasize product sales over a collaborative office culture and positive client experience, create a stressful atmosphere. Advisors leaving that environment must prepare for the culture shift and surprises that awaits in their transition.
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Summary: It’s a hard truth that minorities and women are not well represented in the financial planning industry. In fact, women account for only 23% of CFPs. Blacks and Latinos represent just 3.5% of certificants — combined.
Added on October 2019 in Form an RIA
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Summary: What would you think if I told you the majority of financial advisors in your area, your alleged competitors, are not real competition at all?
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Summary: Whether it’s hurricanes like Dorian that routinely pummel the Southeast and parts of the Atlantic coast or the wildfires that wreaked havoc up and down the West Coast last year, summer has a way of reminding everyone in our industry about the importance of having a disaster recovery plan.
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Summary: As in every field, financial advisers have a standard set of metrics they use as a barometer for success.
