Industry legend Rudy Adolf describes how the idea of Focus Financial Partners came to be, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company...
There is a “value” to the work an advisor does, regardless of whether they are an employee or independent, that needs to be a part of the conversation when considering one’s future.
Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability, delivering massive value to clients, and more.
It’s common for financial advisors to share that they are “uncomfortable” thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change?
Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.
A financial advisor’s move should be to improve client service—because it’s the clients who ultimately drive business growth and value. Here’s how to communicate “what’s in it for them” so they fully understand the positive impact the change can...
Bill Cates, President, Referral Coach International, shares his best tips to create your own referral process.