Ballast Point Financial Planning's Shawn Tydlaska explains the structure behind his blended model of charging a $5,000 annual retainer plus 10 basis points for clients with net worths above $2 million.
Prospera's Tim Edwards and Tony Montanari discuss what advisors can expect when they join the firm as an independent advisor.
Mindy and Louis Diamond dispel some of the myths and misperceptions that often stop advisors from leaving their current firm for the independence model.
Summerhill Wealth's Olivia Summerhill explains how she’s focused her practice on ultra-high-net-worth divorcees, allowing her to set her fees high and commit to working with no more than five active clients at any time.
Between a near-fatal car accident and his day-to-day life on the police force, advisor Brian Walsh Jr. has had his fair share of personal trauma. Talking about it was the first step toward healing.
The financial industry has a clear call to action to raise the bar on diversity and inclusion.
A conversation with Jeff Thomas, Founder/CEO of Archetype Wealth Partners.
Presenting digitally takes a different skill set than presenting in-person.
