Nerd's Eye View
JULY 25, 2023
Welcome back to the 343rd episode of the Financial Advisor Success Podcast ! Rita is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that provides support to 90 financial advisors and collectively oversees $3.5 My guest on today's podcast is Rita Robbins. Read More.
Nerd's Eye View
JUNE 23, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that amid a flurry of SEC-proposed rules for investment advisers, the Investment Adviser Association this week called on the regulator to assess whether the compliance burden these regulations would put on advisers outweighs (..)
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Diamond Consultants
MARCH 14, 2023
In a world driven by the bottom line, the root of contentment often lies behind less “easily measured” criteria For all of the time, energy, effort, and money that firms spend on recruiting advisors, there’s one critical question they often neglect to address. That is, “ What makes advisors happy?”
Diamond Consultants
JUNE 21, 2022
Yet many advisors shy away from the due diligence process itself, envisioning an exhaustive barrage of calls from recruiters and managers of other firms and meetings that often lead nowhere. Most advisors wouldn’t – or shouldn’t – go elsewhere without being certain that the financials of a transition are appropriate.
Sara Grillo
OCTOBER 21, 2022
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”
Diamond Consultants
DECEMBER 19, 2023
Setting the record straight on the most common misconceptions that can block financial advisors from achieving their best business lives. Yet it’s particularly true when the stakes are extremely high, as they are in advisor transitions: There’s too much to lose by getting it wrong. There is nothing new and exciting out there.”
Diamond Consultants
JANUARY 10, 2023
With that in mind, here are 10 things financial advisors can do to set themselves up for success in 2023: Consider your succession glide path. While many veteran advisors struggle with the thought of their eventual retirement and succession, the dearth of young advisor talent to fill the ranks compounds the concern.
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