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Top 5 Reasons For Working at an RIA Firm | WealthManagement by Diana Britton
The registered investment advisor channel was the clear winner in 2013, growing client assets by 23 percent over 2012, according to a recent Aite Group report. That compares to 12.7 percent growth in...
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Business Succession From Start to Finish: One Advisor’s Story |...
Guy Swain, founder of Raleigh, N.C.-based LifeTime Asset Management, understood the importance of a succession plan but he didn’t develop his own plan until he was in his 50s. The reason: A staffing...
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How 3 Advisors Handle Social Media Compliance | ThinkAdvisor by Emily Zulz
A testament to the changing social world: Last year when a room full of financial advisors was asked how many of them were using LinkedIn, only three to four hands were raised. When Jared Trexler,...
View ArticleWall Street is hurting … sorta | CNN Money by Gregory Wallace
Wall Street is feeling a bit of Main Street’s pain. It’s all relative, however. The securities industry is still hauling in multi-billion dollar profits, its employees are impressively well-paid, and...
View Article5 Best Practices for Mentoring a Young Advisor | WealthManagement by Maria...
If you’re like many advisors, you’ve given serious thought to hiring a younger advisor, either to grow your business or to potentially groom him or her to be your successor. Once you do hire someone,...
View ArticleThe Succession Planning Mirage, and the Alternative | ThinkAdvisor by Michael...
The average age of financial advisors creeps higher each year, approaching the traditional age of retirement. A growing chorus of voices have warned of the looming onslaught of advisors retiring, the...
View ArticleConsiderations for Hiring a Junior Advisor | WealthManagement by Maria...
Does the thought of grooming someone to take over your firm appeal to you? There are certainly advantages to naming an internal successor, including continuity of service and long-term stability for...
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10 States With Most Advisors Headquartered | ThinkAdvisor by Melanie Waddell
The majority of investment advisory firms’ main offices are concentrated in a relatively small number of states, with the distribution likely driven by access to financial markets, population and net...
View ArticleThe Multi-Generational Independent Broker-Dealer | WealthManagement by Gary...
Headlines are rampant these days about the pending generational wealth transfer from Boomers to Gen X and beyond. With estimates that $10 to 50+ Trillion (yes, we’ll capitalize “Trillion” – it’s a big...
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7 Steps to Hiring Great Employees | ThinkAdvisor by Katherine Vessenes
We have been so blessed with the growth of the business that we are in the process of hiring two new employees. When I consider the headaches of the multi-million dollar advisor, most of them involve...
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Advisor Benchmarking: The Independent Life | WealthManagement
More advisors are writing out their succession plans; 44 percent of RIAs indicated they have a documented plan, up from 31 percent last year, according to WealthManagement.com’s 2014...
View ArticleWhat’s New About Succession Planning? Nothing—Except It’s the Right Thing to...
I go to conference after conference and listen to speakers talk about succession planning. I read article after article on succession planning in industry publications. I listen for what’s new in...
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To recruit young advisers, show them a path | InvestmentNews by Bijan Golkar
I’ll never forget the line that prompted me to become a financial adviser: “You’d be an idiot if you don’t do this.” That blunt statement, made by Blair McCarthy, the adviser who had been recruiting...
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‘Strategic’ Lying: To Get the Job, Tell Advisors What They Want to Hear |...
I recently came across a posting on Linkedin/pulse by Mark Stevens, CEO of marketing firm MSCO, Inc., titled “Why You Must Lie On Job Interviews and What You Must Lie About.” I know, it sounds like...
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The Rainmaker’s Reign Is Over | ThinkAdvisor by Angie Herbers
Almost 10 years ago, I wrote about a serious issue for advisors that I humbly believed was not getting the attention it deserved: the lack of career paths for young advisors. In this article, I...
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What Exactly Are Top Financial Advisors & Why Are They So Hard to Recruit?
In order to recruit the very best financial performers, you have to identify your target demographic and understand what motivates them. Sound familiar? The truth is, upping your recruiting game...
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4 Lessons Peyton Manning Can Teach Advisory Firm Owners | ThinkAdvisor by...
Last Sunday, on one of the NFL pre-game shows, the panel was asked who they would rather have quarterback their team. The options were either Peyton Manning of the Denver Broncos, who recently set the...
View ArticleThe Multi-Generational Independent Broker-Dealer | WealthManagement by Gary...
Headlines are rampant these days about the pending generational wealth transfer from Boomers to Gen X and beyond. With estimates that $10 to 50+ Trillion (yes, we’ll capitalize “Trillion” – it’s a big...
View ArticleClik here to view.
7 Steps to Hiring Great Employees | ThinkAdvisor by Katherine Vessenes
We have been so blessed with the growth of the business that we are in the process of hiring two new employees. When I consider the headaches of the multi-million dollar advisor, most of them involve...
View ArticleClik here to view.
Advisor Benchmarking: The Independent Life | WealthManagement
More advisors are writing out their succession plans; 44 percent of RIAs indicated they have a documented plan, up from 31 percent last year, according to WealthManagement.com’s 2014...
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