Last week’s email really captured our reader’s attention. The interest level in exploring options that will help you live what we call your “best business life” is far higher than we expected. So, as promised, to round out your summer reading, here’s part two of the best of our 2015 Perspectives to date. Enjoy!
Considering Independence
Independence: Myths and Misperceptions
While many advisors appreciate the merits of independence, many remain in the employee world fixated by roadblocks that they fear can’t be solved for. To set the record straight, here are several common misperceptions about independence and the real truth behind each…
Just how entrepreneurial are you?
The wave of migration towards independence may have you wondering if it is a smart move for you. Here are several questions to help bring you one step closer to reaching your greatest potential for success…
I would love to be independent, if only I didn’t have to…
Independence can be an attractive, but overwhelming, option for advisors. The good news is that several models and platforms are available to help you become as independent as you want to be. Take a look…
Planning for Your Future
Move Once, Monetize Twice
Are you reaching your pain point at your current firm? As a financial advisor you are in the unique position to be able to monetize your business TWICE while moving only ONCE. Here’s how…
Be Your Own Advisor: Plan Today For Your Tomorrow
Working in this ever-changing industry makes it even more necessary to always have a “plan B” ready. It’s not as hard – or time-consuming – as you think…
If You Have Nothing to Fear…Then Don’t…But Always Have a Plan B Ready
Recent high profile terminations of top advisors have some worrying unnecessarily. If you have nothing to fear, then use this time not to look over your shoulder but to look ahead at your future. Here’s how…
Walking off into the sunset: Is it an ending or beginning?
You spend a lifetime building your business and servicing your clients. Now it’s time to decide what legacy you wish to leave…
Partnerships & Team Building
For Better or For Worse: Is Building a Team or Partnership Right for You?
Although advisors are increasingly encouraged to form teams and partnerships, is it the right move for you? To set the record straight, here are pros and cons of making this change…
Partnership Values: It’s a Relationship-Business
Forming a partnership is a relationship business. But what happens when partners no longer share the same vision…
