By Deborah Aronson – It’s natural to begin an exploration process with preconceived notions, guided by confirmation bias; that is, the desire to “prove” our thoughts are well-aligned with reality. Yet, as the due diligence process unfolds, you may find yourself more confused than when you started—maybe even losing sight of what prompted you to explore in the first place.
By Mindy Diamond – There are many times in life when we find ourselves in a position where we need to make a life-altering decision. Whether you consider yourself pragmatic or not, it can be hard to remain focused on what really matters most.
By Mindy Diamond – Hardly a conversation with an advisor goes by without discussing the desire to go independent. Having heard a lot about it – the freedom, flexibility, better take-home pay and the ability to build a true enterprise – many are sure that independence is for them. Yet, sometimes after digging deep, meeting with appropriate representatives, and really getting into the weeds during the due diligence process, some advisors reach the conclusion that – for a variety of reasons – what they thought they wanted doesn’t align with what’s ultimately practical.
Subscribe for Updates
Get updated by email when a new article is added.
Recent News & Articles
- $1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
- LPL goes straight at wirehouse crown jewels — corner-office brokers — by re-platooning orphaned First Republic insider and making a high payout book portable and saleable
- The 5 Advisor Archetypes: Which One Are You?
- Private Equity and the RIA: Two Perspectives on the Value of Growth
- What ‘Cultural Fit’ Means And How To Find It