Four Questions Every Financial Advisor Should Be Asking Right Now

Omicron’s Effect Preparing for the New Year Re-evaluating Your Firm 2021 is finally in the rearview mirror, and, after another tumultuous year, it’s time to reflect on all that you’ve learned in the past 12 months and then bring your focus to all that’s to come in 2022. While many were hoping the new year […]

Is Your BD Ready For The Next Wave

The Need for Robust Technology The Effect of the Omicron Variant The Importance of a Trustworthy B-D Most of us thought that, by this point, COVID-19 would be in our rearview mirror and life would be back to normal – or at least a more stable new normal. But that’s far from reality. The recent […]

How A Transition Consultant Helps Financial Advisors Switch Firms

The Path to a Successful Transition Unmatched Experience and Expertise  Zero Risk with All the Reward Advisor transitions continue to be on the rise even with the unprecedented pandemic changing the industry as we know it. Our most recent Financial Advisor Transition Survey Report shows that since 2015, the number of advisor transitions are up […]

A New Home For The New Year

New Year’s Resolutions Personal Resolution Coach Transitions Made Easy Every year, people all around the world take part in the tradition of making New Year’s Resolutions. As soon as the calendar hits January 1, it’s a ‘new year, new me’ mentality. People try to start the year strong with ambitions of developing new habits and […]

Want to Set Smart Goals for 2022? Start With A Practice Valuation.

Start the New Year Right Creating Strong 2022 Goals  Know Where You Are and Where to Go  The end of the year always finds a way to sneak up on us. It seems like just the other day we were trying to sneak in last-minute trips before the school year started and now, just like […]

Why A Broker Dealer Is The Answer For Diversification

The So-Called Decline of Broker-Dealers Diversifying Portfolios Alternative Investments It comes as no surprise that the number of RIAs has been on the rise over the course of the last 10 years. As more and more advisors are breaking free from wirehouses and opting for independence, many are turning to the RIA model. As a […]

How To Keep Your Transition On The Down Low

The Importance of Staying Anonymous How to Keep Your Move on the DL  The Power of Support & Guidance When it comes to making a big move, advisors know that keeping your search for a new home under wraps is critically important — but that’s hard to do without having the right contacts and inroads. […]

Avoiding The Mousetrap

Recognizing the Cheese Not all Moves are Created Equal Winning the Recruiting Game With the number of advisors looking to make a move on the rise, it’s time to start taking a closer look at the deals some broker-dealers are bringing to the table. We’re all familiar with the premise of a mousetrap — the […]

BD Shopping Season Is Underway

Browsing for Broker-Dealers  Exploring Your Options Finding the Best Home for Your Business The holiday season is finally upon us and that means it’s also the biggest shopping time of the year. People flock to the nearest stores, and online marketplaces, to secure all the popular products and find the best gifts, at the best […]