It’s hard to believe that 2015 is more than halfway over…and what an exciting time it’s been! Lots of changes: big deals, mergers, moves, and more. And like most of us at this time of year, I’m sure your focus is torn between your work days and vacation time in the summer sun. Yet, it’s also the perfect time to check-in with yourself, and catch-up on topics that will help move the needle for your business, career, and life. So we’ve gathered the most popular articles – that you and your peers read and shared the most – published on our Perspectives blog. There were so many to consider, we decided to do this in two parts. This week, we help you to “dig deep” and look at your career, clients, and life from a different angle. Enjoy!
Thinking about Change
Should I Stay or Should I Go?
After a firm is acquired, advisors at the acquired firm often face extreme uncertainty about their own futures: Accept the retention package, or look for a transition package from an entirely different firm? Here are the questions you need to ask yourself when faced with this decision…
The Culture Gap
Are you more interested in a firm’s culture or is it all about the numbers? Understanding what’s more important to you will help you find the “right fit” for your career and clients. Here’s how…
The Top 5 Reasons Why Advisors in the IBD World are Going RIA…
If you’re in the IBD space, you may find yourself following the footsteps of many of your colleagues and exploring a move to the hybrid or RIA space. How many of these reasons for moving resonate with you…
What does it take to get to the other side?
Changing firms in the financial world is unlike a career move in any other industry. Here are 4 things you should consider prior to jumping ship…
What Moves the Needle
As bureaucracy increases at the major firms, your frustration is likely increasing as well. But are you frustrated enough to make a move? Find out what moves your needle…
Soul Searching
Self-Discovery in 3 Steps: Performing a Gap Analysis
For advisors who feel that obstacles are standing in the way of their business growth, performing a gap analysis is key. To start, here are 3 steps that will help organize your thought process…
What’s in a name: Are you defined by a brand or the work you do?
Times have changed: smart advisors expect more from their firms today than just a big brand name. And their clients are recognizing the same. How does this change your business and future? Find out…
Putting Your Clients’ Interests First
Whether bound by the fiduciary standard or not, most advisors see themselves as fiduciaries to their clients, putting clients’ best interests first. When looking at where you are now from this perspective, are you in the best place to serve your clients? Consider this…
Living Your Best Business Life
Are You Living Your Best Business Life?
Despite the ever-growing variety of options available to advisors today, many still find themselves “lost.” Here are 10 questions to help you identify your needs, goals and desires so you can start living your “Best Business Life”…
Getting “Unstuck”: What is it Worth to You?
Feeling “stuck”? It may be because you don’t have a clear vision for your future. Is your current firm the best place to serve your clients? Here are some questions to help you decide…
But I still haven’t found what I’m looking for
Sound familiar? You need to define your “ideal” before you’ll be able to find it. Here’s how…
When More is More
Why do successful advisors decide to move? Hint: it’s not about the money…
To see our entire library of Perspectives blog posts, click here.
