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Outsourcing can increase firms' scale and efficiency

Added on August 2022 in Manage Your Practice
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Summary: Advisers today have many tools to help them increase their efficiency, and technology, in particular, allows for unparalleled opportunities to be productive. When advisers are able to accomplish more without adding additional staff, they see better business metrics and greater profitability.

How Next-Gen RIA Talent is Stoking the Fiery M&A Market

Added on July 2022 in Form an RIA
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Summary: Don’t let the dazzling dollar signs and valuation multiples in today’s wealth management M&A market fool you. A great offer isn’t easy to come by. In my years of combing through transaction data and deal structures, I have discovered that the greatest rewards go to sellers who understand that it’s the people in their firms and the types of clients they serve that ultimately shape the answer to the question: “What makes your firm any different?”

Celebrate Our 12-Year Anniversary

Added on July 2022 in Blog
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We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.

RIA Match Celebrates Our 12-Year Anniversary

Added on July 2022 in Thought Leadership
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We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.

Why Finding Young Workers Is Easy for This RIA

Added on July 2022 in Join an RIA
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Summary: As Kevin Myeroff explains it, many of his peers gripe about how difficult it is to find young talent and yet they refuse to pay up for it. “We created an apprenticeship that lasts for five years” that also “paid a working wage,” says the principal and senior strategic advisor of Akron, Ohio-based Sequoia Financial Group, a Barron’s-ranked top RIA firm. “We had to do it a different way because the traditional way was not working.”

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