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RIAs on hiring binge offer ownership, other perks

Added on February 2020 in Plan for the Future
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Summary: According to the Schwab RIA Compensation Report released Wednesday, about 70% of an advisory firm’s revenue is spent on compensation and total compensation is climbing, with 75% of advisory firms in hiring mode.

As clients and advisers get younger, firms feel pressure to up their tech game

Added on February 2020 in Plan for the Future
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Summary: According to a new report from SS&C Technologies, the younger generation of investors and financial advisers might be driving the demand for innovation in financial services, but adoption rates are increasing among both young and old.

Why RIAs Buy Growth

Added on February 2020 in Plan for the Future
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Summary: One factor driving the rapid rise of M&A in the advisory industry? It’s increasingly the only way to grow a practice into a sustainable business, argued a trio of RIA executives at the recent TDAI conference. ‚Äč

Voices2 ways to give up your practice

Added on January 2020 in Plan for the Future
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Summary: Rarely does life or business play out as intended. Many advisors avoid planning for succession until upheaval occurs. Those who do plan in advance are often blindsided when their next generation bolts for greener pastures. Because we cannot predict the future, my approach to succession planning is very Buddhist — plan for what you want and don’t be attached to the outcome. How does this work?

Ten Tips for Preparing for a Prospect Meeting

Added on January 2020 in Plan for the Future
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Summary: Getting ready for a big meeting with a potential client? Preparation matters. This is a fact that’s most evident when you’ve under-prepared for a meeting. There’s nothing worse than that feeling of regret when you didn’t do your homework, forgot your files, or had a hard time finding the meeting location.  

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