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Summary: Experienced (25+ years) solo, fee-only financial planner/RIA seeking merger/employment closer to Florida to be near family. Looking to eliminate the many hats one wears as a solo business owner and focus on what I enjoy: helping people succeed. I have CFP and other pro designations, tax prep experience, and in-depth knowledge/experience with qualified retirement plans.
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Summary: While many advisors work extensively with successful small business owners, many struggle to properly serve that client segment, because they underestimate the role and impact of the most important asset in such investors’ lives: the business itself.
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Summary: Thinking of switching to a new job? Here are starting salaries for the positions advisory firms fill most frequently, along with some information on the qualifications of the people taking those jobs and whether they were hired, promoted or transferred to the position.
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Summary: RIAs regularly review their cleints’ financial goals and portfolios. They should also service themselves with the same care and consistency with an internal review of their technology infrastructure and back office.
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Summary: As wealth management firms rush to blend technology with traditional human services, the race to recruit top digital-first talent is heating up.
