Elite Consulting
Here’s to Your Business Health – Game Changing Payroll, HR, and Insurance Programs for Financial Advisors
Be Like Brady – What Financial Advisors Can Learn From The GOAT
With the Super Bowl only days away, one story has dominated sports news and that is the decisive legacy of…
I want to be INDEPENDENT! Why Advisors Will Continue To Move Away From Wirehouse Firms
On a weekly basis, media coverage of the financial services industry is dominated by news of multi-million dollar, if not…
The Market For Advisor Transitions Is ON FIRE – Understand The Reasons Why
On the surface, it seemingly defied logic given 2020 was a year defined and transformed by COVID-19. Yet, as December…
We’ve Got Your Back – What LPL’s Supported Advisor Model Signals To The Industry
There is the dawn of a new age occurring in financial services and it is one based on what might…
Wirehouses Go Big With Recruiting Deals; Three Key Strategies For Advisors Wanting In
There has been a flurry of recruiting activity as of late in financial services as wirehouse and other W-2 firms…
Standing Out From The Crowd – How Technology Impacts A Firm’s Ability to Achieve Success
Technology is proving to be one of the key differentiators among financial services firms – distinguishing those firms who excel…
Playing The Long Game – LPL Focuses On Long-Term Relationships With Their Advisors
The seeming game of musical chairs which advisors have been playing when it comes to their firm partner has certainly…
Advisors Should Eat Their Own Cooking — Are You Prepared For A Catastrophic Event With Your Business?
When financial services firms and their advisors talk about succession planning, they often present a very buttoned-up scenario. An advisor builds a book of business over the course of their career, ages gracefully, and bequeaths their book of business to an eager, young advisor. This; however, is very rarely the case.
The Acquisition Dance – Genstar Considers Interest Stake in Advisor Group
Genstar Capital made news last week as reports surfaced the company is in active talks to secure a majority interest in Advisor Group from Lightyear.
In The Still of The Night – The Stealth Launch of Wells’ First RIA
It was a snowy Sunday, January 13th, morning in the Northeast, around 1AM when a LinkedIn post indicated the Schultz team, a Wells Fargo Private Client Group team based in Berwyn PA, was the “first to be ‘permitted’ to transition to the Wells RIA Pilot Program.
