Greg Friedman, Shaun Kapusinski
Greg Friedman, Shaun Kapusinski Co-Author Book on Advisor M&A
Feb 02, 2019
A prominent advisor and the founder of an RIA operations network partnered to create a technology guidebook for firms changing hands.
Carson Group building
Carson Unites Company Brands With New Logo and Website
Feb 01, 2019
The redesign is intended to bring clarity to the relationship between Carson Coaching, Carson Partners and Carson Wealth.
silhouette faces
Nine Ways to Break Out of a Transaction-Based Referral Mentality
Jan 31, 2019
How to destroy quid pro quo.
stephen and kevin show
Stephen and Kevin Show Episode 71: Five Tips for Building Great Checklists
Jan 31, 2019
There are infinite reasons for advisors to have checklists to improve their business. Here are five types to get started.
Jon Guyton
Michael Kitces' #FASuccess Podcast: Retirement Researcher Jon Guyton Practices What He Studies
Jan 29, 2019
Cornerstone Wealth Advisors founder Jon Guyton doesn't just run a financial planning firm that serves retirees, he also conducts retirement research himself.
Ryan Shanks
New Platform to Match Firms With Potential Advisor Recruits
Jan 29, 2019
FA Match aims to take the friction out of advisor recruiting, à la Match.com.
Mindy diamond podcast
The Year in Review: The 10 Most Valuable Insights on Independence
Jan 29, 2019
A curated collection of the top words of wisdom shared by wealth management industry leaders and top breakaways from the first year of Mindy Diamond on Independence.
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