Ep. 17 Part 1: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process
The home office visit is an important part of the recruiting process for both the advisor and the firm. This week’s episode of “The Financial Advisor’s Advisor” launches a special two-part series on the topic. Part one discusses the home office...
Ep. 16: Location, Location, Location – The Relationship Between Real Estate and Business Success
Real estate, in particular office space, has a big business impact from its financial implications on a company’s P&L, to its influence on overall operations and the image a firm projects. In this episode of the “Financial Advisor’s...
Ep. 15: Independent Mindset – Whether The Choice To Go Independent Is Right For You
There are many reasons why advisors choose to go independent with their practices. From greater autonomy over business operations to branding control and, in most cases, a definitive financial upside – the attractiveness of the independent model is undeniable....
Ep. 14: What’s In a Name?
What’s In a Name – How Deciding The Right Name for Your Business or Practice Impacts Growth
Ep. 13: Hot Mic Episode: The Elephant In The room
It’s a subject being bantered about by many in the financial services industry – will Merrill Lynch leave protocol?
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