Added on January 2014 in Form an RIA
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Summary: For a financial planner launching an independent practice, paying for professional office space can feel almost wasteful. so, Does a brand-new advisor need an office? Nerd’s Eye View says the answer depends on what kind of clientele you aim to attract.
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.
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.
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.
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.
