Jennifer Geoghegan

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Why independent RIAs need the courage to rebrand - and how to do it right
PRACTICE MANAGEMENT (GORIA) JUL 22, 2025
Why independent RIAs need the courage to rebrand - and how to do it right

A brand that no longer represents who you are - or worse - holds you back from attracting talent or growing your client base, isn't serving your future. And while it takes courage to rebrand, it's also one of the most strategic investments a firm can make.

RIA NEWS JAN 15, 2014
Teaching young advisers how to fish for new business

Firms need to support advisers as they learn to be the rainmakers of the future. It certainly won't happen overnight, but it will happen if there is a continuing commitment to change – both on the part of the firm, and the adviser. Check out four simple steps for success.