There are three essential elements you must bring to the table to increase the chances of a successful post-sale career.
Whichever path you go down, act now while you're still in control.
The world would be a better place if they had never been created.
Sharing equity with all employees is a great concept but can be a compliance burden.
Advisors intent on landing new client relationships have a decision to make.
Price is obviously important but should not be the main driver.
Key things to consider when transitioning out of profession.
If you believe recruiting other top business development people is the answer, you should think again.
'What surprises me is not what is negotiated for larger clients, but how little some advisors charge for smaller clients.'
A thriving organization, whether it’s a three-person team or large firm, is one made up with people who have complementary strengths and abilities.
