It’s been a few months since we first posted this story and we’ve spoken with a ton of advisors who are weighing their options. Here
[Prefer to listen to this story instead? Click here.] Like so many we’re caught up reading Cal Newport’s latest New York Times bestseller, “Slow Productivity.”
1. Who Owns the Client: The Advisor or the Broker-Dealer? Understanding client ownership is crucial. If the broker-dealer owns the client relationships, transitioning away in
In the world of financial advising, referrals are a powerful tool for growth. However, many advisors struggle with asking for them. Understanding the dynamics of
As a financial advisor, effective time management is essential for maximizing productivity and achieving your business goals. Here are some time management strategies that can
Transparency and integrity play an outsized role in the perception of financial advisors. But as we know, things happen. The U4 disclosure form, which outlines
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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.