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Prospera to Buy Advisor Practices

Added on November 2023 in M&A Issues
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Summary: Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.

Are You Ready To Attract Top Talent to Your Organization?

Added on November 2023 in Form an RIA
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Summary: Sara Riggs shares experience and insights in our guest blog post, Are You Ready to Attract Top Talent To Your Organization?Riggs is Senior Vice President and Head of Swoon Staffing, where she works to create even more collaboration between Swoon’s recruiting and sales teams to build a true synergy. 

There Is No Perfect CRM

Added on October 2023 in Manage Your Practice
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SummaryDuring most of my 19 years here, we were using Junxure. About three years ago, we began transitioning to Salesforce. Three years in technology time mixed with COVID does not feel that long. Salesforce still feels very new and fresh to us. It’s a work in progress.

 

No jerks and lots of capital: M&A tips at Schwab Impact

Added on October 2023 in M&A Issues
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Summary: The contracts are signed, the champagne glasses have been clinked, and the deal to sell your RIA is done. Still, an owner of a registered investment advisor may have lingering doubts about selling his or her firm.

Beware of These 10 Common Financial Advisor Mistakes

Added on October 2023 in Thought Leadership
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Summary: Here’s practical advice from a 30-year-plus advisor and Primerica’s national sales director:  “You want to have the type of relationship where it’s you and the client against the world. The goal is always to position it so that the client understands that it’s us and them together trying to get what they want,” Howard Lashner tells ThinkAdvisor in an interview.

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