Joining up with an RIA consolidator allows you to spend your energy on the tasks you enjoy.
Schedule business development the way you would any important undertaking
'Sell and stay' is a strategy that can help advisers focus on what they care most about doing in later years.
Your investment in your firm will essentially grow tax-deferred as the value of the business increases.
Too many advisers spend too much time each week watching CNBC and Bloomberg, and imagining they can outsmart the market.
Recruiting and hiring people right out of college is a solution to the industry's biggest problems — aging advisers and the lack of succession planning.
The advisory industry is consolidating, and firms that think they might want to do something at some point should explore their options.
Online marketing takes serious expertise and commitment, but it's the best way to grow your brand.
For advisers approaching retirement age, prudent planning would involve looking for ways to reduce the risk of that link.
