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.
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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.
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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.”
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.
Added on June 2022 in M&A Issues
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Summary: There are two things that are usually true about transitions: They are not easy, and they never go off without a hitch. And like a round of golf, you need to be ready to scramble, since things often don’t go the way you planned. Selling your advisory practice is one of the biggest transitions you may ever make in your career — but for me, it was also one of the best decisions of my life.
