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, 4 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, 4 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, 4 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, 5 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, 5 months ago