1 visitor like this article | Viewed 4473 times | 0 comment
Summary: It’s tough making the decision to move towards independence, to leave the wirehouse. There can be a lot of hesitancy around the move and a lot of fear: fear of leaving the known, fear of failure, fear that you don’t know what you don’t know. While I’m sure there are many very healthy egos amongst the readership, when we’re alone in a quiet place, we tend to give ourselves much less credit than we deserve.
1 visitor like this article | Viewed 4166 times | 0 comment
Summary: Texas A&M University will launch a new undergraduate degree in financial planning, while the University of Georgia will build out a new training lab and advisor residency program, thanks grants awarded Monday from TD Ameritrade Institutional.
1 visitor like this article | Viewed 3495 times | 0 comment
Summary: In an industry that continues to be dominated by men, it's sometimes difficult for women to make their mark. But as more and more women enter the financial advisory field and rise up the ranks, clients and colleagues alike—both male and female—are starting to the see the benefits of having a woman on the team.
1 visitor like this article | Viewed 4090 times | 0 comment
Summary: A social media strategy is the foundation of your firm's social media activities. It aligns day-to-day social networking tasks with objectives that support the overall business goals.The strategy doesn’t need to be complicated.
Added on July 2014 in M&A Issues
1 visitor like this article | Viewed 5167 times | 0 comment
Summary: Announcing a merger can be tricky, especially since there are many stakeholders who each need to receive the right message: employees, clients, prospects, referral partners/centers of influence, vendors, the community and the media. Your goal is to get each of these audiences excited about the change and address any fears they might have.
