Added on May 2019 in Blog
3 visitors like this article | Viewed 22856 times | 1 comment
Podcast: Connecting with the Right Deal Partners, with Mary Ann Buchanan
Summary: In her thought leadership work, Mary Ann specializes in overcoming human bias in succession planning, mergers, and acquisitions by using a systematic approach to help clients make good decisions. Mary Ann shares what makes a good match between partners, and she shares why focusing solely on the numbers can often cause a deal to implode. She explains why cultural alignment is critical for any deal.
Listen to the the podcast here
0 visitor like this article | Viewed 4403 times | 0 comment
Summary: Practices focused on their client-centric experience have more assets and lower attrition rates than other firms, according to recent industry research.
Added on May 2019 in M&A Issues
0 visitor like this article | Viewed 4428 times | 0 comment
Summary: Seeking to join an existing RIA in the Colorado Springs area. I have earned a Bachelors from Arizona State, served as an Army officer for 4 years, and earned an MBA from Notre Dame. I am enthusiastic about serving clients and am seeking to join a firm that shares my client-first mentality.
0 visitor like this article | Viewed 5985 times | 0 comment
Summary: The financial advice profession has often fallen short when it comes to serving young people, people of diverse backgrounds and low-net-worth households. That’s because one of the longtime draws of financial advice is earning above-average income by offering services to the wealthy. But younger advisors today see more than that—they see opportunities serving those groups who aren’t being served.
0 visitor like this article | Viewed 4729 times | 0 comment
Summary: According to Gallup’s State of Employee Engagement 2018 study, companies with engaged teams have dramatically higher job retention rates and lower absenteeism, higher productivity and greater profitability. For advisory firms whose business model is built on client retention, your team is what drives your value proposition. Since the average headcount of most firms is six employees, this means that even if one employee is not fully engaged or decides to quit, a huge burden will be placed on other members of the team.
