FEATURED RESOURCE
The Landscape of the Wealth Management Industry – 2018 Edition
Our annual comprehensive and impartial look at the industry landscape—a report that we have published to advisors and firm principals alike for two decades. And this year’s report on The Landscape of the Wealth Management Industry is our largest one yet, outlining the changes, trends and ones to watch in the landscape. It’s specifically designed to educate advisors – of all levels and from all business models – on the industry landscape as it stands today and how it will affect you tomorrow.
NEW: Merrill Advisors Ask…
Answers to the most frequently asked questions when considering a transition from Merrill Lynch
Many Merrill advisors, like you, may be exploring your options with another firm or possibly even another model. And much like your colleagues, you may find yourself getting stuck in the weeds, searching for answers to questions…questions that are likely asked and answered far more often than you realize. In an effort to fill those knowledge gaps – and help you make a proactive and informed decision around whether to stay with Merrill or consider other opportunities – we’ve gathered the top questions and answered them using the combined knowledge of our team and other industry experts, as well as information derived from both former and current Merrill advisors.
NOTE: FAQs designed specifically for advisors from other firms coming soon. For more information, contact us…
Exploring Your Options? Other Resources for Financial Advisors
The Decision-Methodology Infographic
Strategic Exploration and the Road to Taking Control of Your Professional Destiny
Advisors use our proprietary decision methodology – illustrated in this infographic – to help assess where they’re at, what they want to accomplish, and how they want to get there. Used in tandem with counsel from our top consultants, it’s a powerful resource to help guide you toward your best business life.
The Employee Advisor’s “Gut Check”
Have you had that “feeling in your gut” that says, “I’m not sure that where I am is allowing me to serve my clients best?” Many advisors get stuck at this point, uncertain of how to qualify whether the feeling has any basis in reality. Drawing from our decades of experience in working with advisors just like you, we’ve created the “Employee Advisor’s Gut Check” tool. With it, you’ll be armed with the right criteria by which to evaluate your current firm, as well as any others you may be considering.
The Independent Advisor’s “Gut Check”
Many advisors affiliated with broker dealers find themselves at a point in their careers when they question whether where they are is indeed the right place to best serve their clients. It’s at that same point when you realize that what got you “here” may not get you “there”. That’s why we created the “Gut Check for Advisors at Independent Broker Dealers”—to provide you with benchmarks to evaluate your current broker dealer, as well as any others you may consider.