Added on October 2019 in Join an RIA
0 visitor like this article | Viewed 2357 times | 0 comment
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.
Added on October 2019 in Join an RIA
0 visitor like this article | Viewed 2361 times | 0 comment
Summary: This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities.
0 visitor like this article | Viewed 3617 times | 0 comment
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.
0 visitor like this article | Viewed 2903 times | 0 comment
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.
0 visitor like this article | Viewed 2967 times | 0 comment
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.
