Insights

By Jim Perhacs, Managing Director, Chief Operating Officer / The wealth management industry is changing, and the old ways of doing business are quickly being replaced. New regulations, fee compression, and more emphases on their clients are driving financial advisors toward independence. Is pay part of the equation?   Know your worth According to Charles Schwab, 7 out of 10 advisors have increased their revenue since going independent. Considering most...

By Danielle Petrullo, Marketing Associate / Choosing a name for your firm is one of the most exciting decisions you’ll make when going out on your own, but it’s important to do it right. A great name sets the stage for your brand by giving potential clients an idea of what they can expect from you. It also has the power to leave a lasting impression.   ...

By Danielle Petrullo, Marketing Associate / It is important to assess your current business situation in order to determine where you can improve. Take a look at the previous year and identify what worked well for your firm, and more importantly, what did not work so well. This will help create clarity, present learning opportunities, identify areas that need improvement, and help you build a foundation...