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Most recent articles from our blog

Successful Successions

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...

Offering Ownership

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...

How To Properly Vet New Financial Advisors

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...

Compensating New Planners

One of the questions we field on a regular basis is how much should I pay my new hire. In last month’s article, we looked at some pitfalls associated with firms relying on industry salary surveys as a panacea. Below we have provided compensation information on some of our recent placements to hopefully provide additional...