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Summary: Finding prospects on social media can feel like searching for a needle in a haystack. After all, there are 2.27 billion monthly active Facebook users. So, how do you start narrowing your audience to people who actually may have an interest in your services?
Added on February 2019 in Form an RIA
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Summary: Six Barclays advisors launching their own $3 billion RIA faced their greatest challenge: What to call themselves?
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Summary: Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity.
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Summary: Much thought and effort goes into the overall operational structure of a good advisory firm. Common terms used in our profession include, do you operate as a solo advisor practice (silo type operating structure) or an ensemble advisor practice (team-based operating structure). When you think about these terms, how does it influence the approach to managing your technology solutions? The answer for a number of firms really depends on the specific technology solution involved, regardless of the operational structure of the firm.
Added on February 2019 in Join an RIA
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Summary:[podcast] The acceleration of advisor movement, particularly to the independent space, and the proliferation of a hyper-compliant culture within the walls of the big brokerages is keeping people like attorney David Gehn very busy these days.
