Added on November 2013 in Form an RIA
1 visitor like this article | Viewed 4345 times | 0 comment
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.
1 visitor like this article | Viewed 3392 times | 0 comment
Summary: Wealth, widowhood, retirement strategies and practice management tips were all in focus in at the Women Advisors Forum in Chicago in October. The event drew about 150 female advisors from around the country for a day of education and schmoozing. ,
Here are a few of the smartest things we heard in Chicago.
1 visitor like this article | Viewed 3920 times | 0 comment
Summary: If financial advisers want to build a strong and sustainable business, they need to develop a mentoring program for young employees. “I've seen a lot of great people wash out of the business in their first two or three years,” Christine Gaze, TD Ameritrade Institutional's director of practice management, said during InvestmentNews' NextGen Virtual Career Fair on Friday.
Added on November 2013 in Form an RIA
1 visitor like this article | Viewed 4253 times | 0 comment
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.
1 visitor like this article | Viewed 4006 times | 0 comment
Summary: Wealth management firms seeking to grow by recruiting new advisors need to first develop a clear business strategy. That was the message industry consultant John Furey, principal of Advisor Growth Strategies, pounded home to advisors at Schwab Advisor Services' annual Impact conference on Monday.
