0 visitor like this article | Viewed 2659 times | 0 comment
Summary: We are a unique RIA platform and innovators in portfolio management We have offices in CA, FL & NYC and we work with advisors nationwide. We provide all operations, business development support, multiple custodians, and competitive fees/pay-out.
0 visitor like this article | Viewed 2634 times | 0 comment
Summary: I have been in the advisor industry for almost 13 years and I have a solid grip on what I am doing. I have changed employers a few times during that period and I am now the owner of my own small RIA. I love the autonomy and unique approach I offer, but I would also like to make more money. There are many large advisors looking to retire, but they do not have a successor lined up or even know where to look for one. As such, how could I identify those advisors and position myself as a worthy candidate for their succession needs?
0 visitor like this article | Viewed 2566 times | 0 comment
Summary: I have met recently with many advisors on the topic of teaming. Even those who run very successful practices with significant growth and revenue can face people-related obstacles. A “team” can be large or small – two partners working together or several hundred people all in the same firm. As you think about ensuring your team is performing as effectively as possible in 2019, here are five key areas.
0 visitor like this article | Viewed 2419 times | 0 comment
Summary: I’ve been in the investment advisory business for a long time. I’ve been through a number of significant market ups and downs and have always managed to work with my clients in a way that shows them what I am doing, gives them confidence and helps them approach any changes with calm.
0 visitor like this article | Viewed 2616 times | 0 comment
Summary: My team shuts their doors all day long. I’m a very social person and as leader of the firm I want to engage and have discussions about what’s working and what’s not. Even if I have impromptu meetings to discuss things, they will rarely participate unless directly asked for their opinion.
