Added on February 2025 in Form an RIA
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Summary: Regardless of the model they embrace, Weiberg said in a recent interview, there are some shared best practices that all advisors should be aware of as they plan for a move and eventually transition their business. Getting the process right is of paramount importance, she stressed, especially when it comes to preventing compliance issues or negative client experiences.
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Summary: When on a call or at a networking function, how often have you heard, "I already have an advisor." It's bad enough to hear it from an ego perspective. It's worse when you believe this is a qualified prospect.
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Summary: As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially new ones—can feel like a daunting task.
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Summary: Despite efforts to develop next-gen talent, the total number of advisors in the wealth management industry has remained stagnant over the last decade.
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Summary: Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency.
