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Summary: Most advisors have heard the same marketing mantras: Look for opportunities to talk about business, deliver that value proposition that positions you as the most interesting person in the room, ask for the order, always ask for referrals, don’t mix business with pleasure, and the list goes on.
Added on January 2017 in M&A Issues
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Summary: Sanctuary Wealth Services, in a column by its founder and CEO, Jeff Spears, announced it’s in the process of closing shop after nearly eight years of consulting and providing platform services to “breakaway brokers.”
Added on January 2017 in M&A Issues
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Summary: At first glance, this could be a tall order, considering the highlights of Echelon Partners' RIA M&A DealBook for 2016, which include an all-time high in the number of transactions (138); the second-highest year of breakaway activity (430 moves); the continuing surge in billion dollar deals (42) and a record high for aggregate AUM of acquired RIAs ($144 billion).
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Summary: The start of the new year is an opportunity for advisors to not only reflect on the past year but to look ahead at the year to come. In particular, it’s a good time to take stock of the various administrative tasks that require your attention, and to consider the larger strategic decisions that will guide your firm through the next 12 months.
Added on January 2017 in Join an RIA
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Summary: For the past 30 years, the conventional wisdom has been that advisors who want the best recruiting deals should flaunt bigger offers they have from rival firms to encourage other suitors to raise their bids. But is this really always the best strategy?
