Choosing The Right Firm – Culture Edition

There are a lot of factors to consider when it comes to making the decision on where to call home, some of which should hold a lot of weight in an advisor’s final decision. One of the important considerations should be a potential firm’s culture. In fact, according to a study by AdvisorHub and Edward […]

When Is The Best Time To Get A Practice Valuation?

ASK THE EXPERTS: When is the best time to get a practice valuation? A: The best time to get a certified practice valuation for your wealth management business depends on your specific circumstances.  However, it may be beneficial to consider getting one: Before a sale or merger: This helps to determine the value of your […]

Who Will Be The Most Watched BD In 2023

Last November, major brokerage firms started announcing their compensation plans for the year ahead. While most remained relatively unchanged, with a few minor tweaks here and there, Merrill Lynch gave their comp plan its first major overhaul since 2009, stating the industry shift to advisory business as a big motivator for these changes.  The biggest […]

What’s Your Why?

With every decision we make, there’s an underlying factor that drives our actions. A simple three-letter question that while not always acknowledged, holds a whole lot of power… why.  While your why may seem less critical when it comes to decisions like whether to work out or read a book, it is a huge motivator […]