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The Culture Shock Facing New RIAs

Added on October 2019 in Join an RIA
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Summary: Wirehouses and banking institutions, particularly those that emphasize product sales over a collaborative office culture and positive client experience, create a stressful atmosphere. Advisors leaving that environment must prepare for the culture shift and surprises that awaits in their transition.

The Top 10 Colleges for Financial Planning

Added on October 2019 in Join an RIA
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Summary: This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities. ‚Äč

The Best Places to Work for Financial Advisers

Added on June 2019 in Join an RIA
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Summary:The Best Places to Work for Financial Advisers program recognizes financial advisory firms that provide employees with the personal satisfaction and tools to grow professionally and to provide clients with the best possible investment and financial planning advice. 

Voices Daunting but doable: How to get students to consider a planning career

Added on June 2019 in Join an RIA
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Summary: Up to now, the planning profession has largely been populated by career changers. But if it is to grow as a profession, that has to change. True professions are made up of people who have graduated from a specific college curriculum.

Michael Kitces' #FASuccess Podcast: How to Climb the Ladder at a Large RIA, with Martine Lellis

Added on May 2019 in Join an RIA
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Summary: [Podcast] Welcome, everyone. Welcome to the 126th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is Martine Lellis. Martine is a principal and the chief operating officer at Sullivan, Bruyette, Speros & Blayney, an independent RIA with nearly $4 billion of assets under management serving 1,100 affluent clients in the Washington, D.C. area.

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