Elite Consulting Partners In The News
Elite Consulting Partners consulted the $850 million Pennsylvania-based Stonebridge team on their move from Wells Fargo FiNET to Triad and was featured recently in trade media articles on the subject.
It’s a Seller’s Market – 3 Strategies to Maximizing an Advisor Succession Plan
Whether you have spent all or part of your career at a wirehouse or retail wealth management firm, retirement or pre-retirementis an ideal time to consider a transition to independenceor even another retail firm.
Shattering the Glass Ceiling – Firms Recruiting Female Advisors Showcase Diversity in More Ways than One
Promoting, supporting, and recruiting female advisors is not only an over-arching diversity and inclusion effort on the part of financial services firms, but is simply smart business when you consider the statistics.
The Rise of the Hybrid RIA – A Financial Services Odyssey
The hybrid RIA model is alive and well as its attractiveness and flexibility continues to prompt advisors to maintain an affiliation with both the corporate RIA and their independent broker-dealer partner.
Part 2 – Welcome to the Jungle: The Solo Advisor and Survival of the Fittest
The Solo Advisor may appear to be the lone wolf of the financial services industry. As we discussed in Part 1 of this series, the rise in competition presented by multi-advisor teams, the importance of service differentiators, and the customer perception of succession planning are all posing a threat to the Solo Advisor’s ability to achieve.
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