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Summary: The traditional annual performance review is losing favor with some advisory firms, but without a systematic approach to reviewing advisers, operational and support staff performances how can you objectively determine pay raises, bonuses and promotions?
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Summary: [Whitepaper] We have determined that advisors thinking of breaking away should not let the fear of inadequate lending solutions for their clients deter them from considering the independent space. In this white paper, the third in our industry series, we examine several of the many avenues available to RIAs looking to provide sophisticated, competitively-priced lending solutions to their clients.
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Summary: You have spent a lifetime building a successful financial advisory practice from the ground up. You worked day and night to make sure your new venture succeeded, and you always put the best interests of your clients first when making investment recommendations. You helped your clients build their workplace plans and IRAs into solid nest eggs for their retirement years, and now it is your turn.
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Summary: The problem with New Year’s Resolutions is that they only focus on the end result. While they might be specific in the “what,” they’re often muddled in the “how” and disregard the “why.” In the last few years, I’ve reframed the New Year’s Resolution tradition. I spend time thinking back on my last year and getting clear about my major priorities in the coming year. I use those reflections to create a vision for where I want to go.
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Summary: More than a third of the nation’s largest RIAs lost assets under management in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking.
