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The Power of Shrinkage

Shrinkage can be an uncomfortable subject – particularly when it comes to the ‘more is better’ mentality that prevails in financial services.

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It’s All About The Net

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.

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The Independent W-2 Model

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 make a move – certainly has them thinking about it

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