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Summary: Making sure your organization has a distinct culture that both seeks and values contributions from employees is one of the most important things you can do when building and growing a business. As Harvard Business Review author Rob Markey states, "Loyal, passionate employees bring a company as much benefit as loyal, passionate customers.
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Summary: There is no shortage of advice for RIAs on marketing to the millennial generation, and financial services firms are increasingly catering to the next generation of wealth builders. While it’s vital to devote an increased share of business development efforts on the generation, it’s just as important to be actively cultivating millennial talent internally, as well.
Added on January 2018 in M&A Issues
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Summary: Wealth managers interested in selling their firms should not believe the hype about a strong seller’s market, says Dan Seivert, CEO of Echelon Partners, a leading investment banking firm for the industry.
Added on January 2018 in Join an RIA
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Summary: Morgan Stanley lost 47 brokers in the fourth quarter, the same quarter it clamped down on advisers leaving by backing out of the protocol for broker recruiting.
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Summary:We’ve always been taught to be closing, you know the ‘proverbial ABC, always be closing,’ but your concept of the mini-close got my attention,” remarked Jared as a prelude to his question during a Q&A, “Most, if not all, of us would agree that the closing techniques we’ve been taught don’t work on people with money—but how much different is your suggestion?
