Ignorance is Bliss - The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series) (EP.10)

Episode 10

Compliance for advisors gets trickier and trickier every day. No advisor is a compliance expert and many - unwittingly so - will find themselves in sticky situations which ultimately result in termin…

Published on 6 years, 1 month ago

You're Fired - Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series) (EP.09)

Episode 9

You may think it will never happen to you, but as more and more advisors are discovering, being terminated by your firm is becoming an unpleasant reality for many. In a time when advisors have become…

Published on 6 years, 1 month ago

The Core Value Impact: Why advisors need to incorporate Core Values into their practice (EP.08)

Episode 8

Regardless of the size of your advisory practice, defining your core values as an individual, professional, and a business can be a game changer. By understanding your core values, you essentially gi…

Published on 6 years, 1 month ago

Breaking The Code - Deciphering the Mythology of Hybrid and RIA Models (EP.07)

Episode 7

RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? In this episode of the 'Financial Advisor's Advisor' Elite Consulting Partners …

Published on 6 years, 1 month ago

The Power of Shrinkage: Get comfortable with shrinkage because it can actually help you grow (EP.06)

Episode 6

Shrinkage can be an uncomfortable subject - particularly when it comes to the 'more is better' mentality that prevails in financial services. Many large firms are eager to push their advisors for mor…

Published on 6 years, 2 months ago

It's All About The Net: Payouts Can Be Like An Iceberg And What You See On The Surface Is Not Always What You Get (EP.05)

Episode 5

When you are in negotiations with a potential new firm partner, it is easy to get enamored with the big numbers a firm may present as part of your transition package. While on the surface the number …

Published on 6 years, 2 months ago

What Does A Mailbox Have To Do With Your Business? It Is All In The Details (EP.04)

Episode 4

As the old adages go 'the devil is in the details' and 'you only get one chance to make a first impression'. Picture your own home and the mailbox outside. It's a small detail of the landscape and ye…

Published on 6 years, 2 months ago

It’s Not About The Money, But It’s About The Money (EP.03)

Episode 3

It's a seller's market in financial services and advisors interested in making a move are being offered unprecedented financial deals by independent and wirehouses firms alike . It's hard to resist t…

Published on 6 years, 3 months ago

The Independent W-2 Model - Revolutionary or Simply Independence Redefined?

Episode 2

The attraction of the independent business model for financial advisors is undeniable. Independence offers financial, operational, and lifestyle benefits that - even if an advisor is not ready to mak…

Published on 6 years, 3 months ago

Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business? (EP.01)

Episode 1

Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business?

When financial services firms and their advisors talk about succession planning, they often presen…

Published on 6 years, 3 months ago