The decision to change your affiliation with a firm is not something to make without careful consideration. Choosing the wrong firm can have a significant impact on your financial advisory practice. It’s also important to note that the wrong firm for you might be the right firm for another advisor (and vice-versa).
In a moment, I’ll share with you twelve critical questions to ask your new, prospective firm. Whether you are thinking of changing your broker/dealer, IMO/FMO, RIA, or TAMP platform, these questions go far beyond what many advisors normally ask.
The typical advisor questions include the “obvious” items:
In today’s digital age, search engine optimization (SEO) stands as a powerful tool for financial advisors to amplify their online presence and attract high-quality client leads. While SEO may seem like a complex and daunting task, the truth is that now is the perfect time to position your practice for success in the ever-evolving world of online search.
Elevating enterprise value is a fundamental element in securing a seamless and prosperous succession plan for your practice. In this second installment of our six-part series, we'll delve into how Client Relationships impact Elevating Enterprise Value.
The Wall Street Journal ran an interesting article, based on a large poll they conducted, looking at the spectrum of happiness. In this episode of The RARE Advisor, we’ll look at the four statistically connected items that the ‘extremely happy’ group have in common.
In today’s digital age, search engine optimization (SEO) stands as a powerful tool for financial advisors to amplify their online presence and attract high-quality client leads. While SEO may seem like a complex and daunting task, the truth is that now is the perfect time to position your practice for success in the ever-evolving world of online search.
Elevating enterprise value is a fundamental element in securing a seamless and prosperous succession plan for your practice. In this second installment of our six-part series, we'll delve into how Client Relationships impact Elevating Enterprise Value.
The Wall Street Journal ran an interesting article, based on a large poll they conducted, looking at the spectrum of happiness. In this episode of The RARE Advisor, we’ll look at the four statistically connected items that the ‘extremely happy’ group have in common.