Blog

As a financial advisor, you’re always thinking about your clients’ future. But what about your future? A recent survey conducted by CLS Investments shows more than 40% of independent advisors expect the sale of their business to account for between a quarter and half of their retirement. This figure stands in contrast to the reality that most advisors are wholly unprepared to pass on their business to a successor. David Grau, President and Founder of FP Transitions, says fewer than one in 10 advisors will sell their practice at the end of their career. It’s why a whopping 99% of independent practices die after one generation. Building an enduring business...

The World Needs Another Greek Hero

By Joseph Giulitto

Hesiod wrote a few years ago- A spirit of competition, of “good conflict” that tends to reduce the problems of scarcity. (Hesiod was in favor of the rule of law and the dispensation of justice to provide stability and order within society. He spoke out...

Read full post

Risk for Breakaway Brokers Equals Opportunity for RIA Firms

By Joseph Giulitto

There are challenges aplenty in the world of the breakaway broker. From the obvious considerations of the market over the last decade, to the constant bombardment of the 24 hours news cycle keeping your clients “informed” of all the potential and peril that...

Read full post

Top Linkedin Features Advisors Should Be Using

Most advisors have heard that they need to be on social media, they need be up on current social trends to attract younger clientele, they need to adopt the “new” style of social marketing, and so on. This is nothing new. And while it is true that social media is finally catching fire in the...

Read full post

How to Pick the Right Mobile Strategy for Your Business

By Dave CurryTexas Coral Snake

According to Wikipedia,...

Read full post

Pages

User login