For all the debate around PE backing, firms that have outside support can have greater opportunities to fulfill clients' needs.
Key ingredients to get the most out of staff meetings away from the office.
As painful as prospecting can be for the majority of advisors, it's an unavoidable factor in any firm's organic growth equation.
Advisors who think investment services and basic financial planning will let them thrive for another 10 years are in for a rude awakening.
Advisors who compete with below market rates for their services might not be doing themselves any favors.
Wealth firms that can demonstrate growth outside the rising tide of markets can command a premium price.
For those advisors on Easy Street, it’s time to pass the reins to someone who is on top of their game.
Think of all the ways your clients interact with you - are you excellent in all these areas?
There are three essential elements you must bring to the table to increase the chances of a successful post-sale career.
Whichever path you go down, act now while you're still in control.
