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How to avoid a messy breakup with your business partners

Added on November 2013 in Form an RIA
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Summary: Some of the world’s most successful businesses were built by partnerships. (Think of Hewlett and Packard, Jobs and Wozniak, Lazaridis and Balsillie). But not every partnership works out (see Jobs and Sculley, Zuckerberg and Saverin, Lucy and Desi). Here are some expert tips tips for entrepreneur partnerships.

Going From Practitioner to Business Owner

Added on November 2013 in Form an RIA
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Summary: Advisors who run their own firms need to stop thinking of themselves as practitioners who happen to be business owners and start seeing themselves as business owners who happen to be practitioners, says a new white paper from the SEI Advisor Network. The paper touts “independence, integration and intelligence” as steps to greatness.

Client Segmentation Saves Time and Money

Added on November 2013 in Form an RIA
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Summary: Though some financial advisors seem to fear that segmenting their client bases means turning people into numbers or relegating otherwise valued customers to inferior-service quadrants, AccountingWeb says it’s in fact a way to increase efficiency and enhance client service.

Primer for Breakaways Part 2 - Transition

Added on October 2013 in Form an RIA
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Summary:  In this second chapter of the Primer for Breakaways, we are going to walk you through the transition process step-by-step.  What you will learn is that the most difficult part of the process is overcoming your inhibitions.  In a world full of outsourcing solutions, there are plenty of partners to facilitate a relatively straightforward process to establish your own independent RIA and begin the better half of your careers.

David DeVoe, Schwab's RIA M&A chief, leaves to start his own shop

Added on June 2013 in Form an RIA
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Summary:  In November of 2011, David DeVoe left Schwab to set up his own M&A consulting business.  DeVoe wasn’t getting enough hands-on work at Schwab and believed a significant opportunity  existed to actively engage throughout the entirety of an M&A deal. 

At this posting, June 2013, David has a staff of 3 and has had 50 engagements in the past 18 months. David’s entrepreneurial instincts coupled with his M&A talents have paid off and our advisory community is benefiting.

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