Added on December 2013 in Join an RIA
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Summary: Anyone who has decided to pursue independence after leaving a wirehouse had better be prepared to shed the mentality such institutions foster, experts say. Running a business simply calls for a different set of priorities than those required to thrive within the cozy confines of a megabank.Getting set to manage things — like office overhead, market intelligence, staff development, client care and the technology for pulling it all together — previously supplied by the head office requires constant vigilance and a sound perspective
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Summary: Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions for recruiting and hiring financial advisors At the recent Echelon Partners Deal Makers Summit in Santa Monica, Calif., the pair laid out a step-by-step game plan for advisors trying to bring on new talent. Here are seven of their suggestions.
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Summary: Growing from a practice to a small business means hiring support staff. But for many financial advisors, moving into the role of employer and manager doesn’t come naturally. Here’s some tips.
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Summary: Time passes quickly. Indeed, it seems to pass faster every year. Think back. What goals did you have in mind when you launched your practice five, ten, fifteen or even twenty years ago? Some of you will have succeeded beyond expectations. Others will wonder where the years went and will be disappointed with their progress. Here are some simple questions about what we did in 2013 and then think about what we can do better or differently in 2014.
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Summary: For Jeffrey Thomasson, founder of Oxford Financial Group -smooth waters mean it’s time to rock the boat.Thomasson says Oxford uses several strategies to creatively destabilize the firm’s culture and prevent complacency. Here are 11 that he recommends.
