2017 will soon be in the books and for the most part it seemed to be a very good year for a lot of you, so congrats! To continue to build upon these successes and avert the challenges facing our profession, it is increasingly necessary that you continue to fully utilize every asset at your...
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Most recent articles from our blog
Last time we looked at some do’s and don’ts when it pertains to offering ownership for potential hires and current team members. This month, we will share the specifics from three, of the many, succession success stories we have observed working with financial planning firms on hiring and integrating new talent. Below we lay out...
One of the benefits of the independent RIA model is the privately held nature of the business entity. Usually owned outright by one or more founding members of the firm, this structure uniquely positions firms under this model to add other equity owners, unlike other structures such as banks, brokerage, and wirehouses. This is advantageous...
Earlier this month, I was part of the Financial Advisor Success Podcast hosted by Michael Kitces to provide some inside information on the hiring of new financial planners for your firm. During this episode, we discuss things we look for when vetting potential hires for the financial planning firm clients we represent, developing a robust...