Caitlin Douglas, the head of transition services at Dynasty, details what advisors need to know about the supported independence model, tips on preparing for a move, key milestones and more.
As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program.
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.
One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.
Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.
Learn specific examples of the various services offered by some of the industry’s leading independent firms.
The Finity Group's Peggy Haslach discusses how to best serve LGBTQ+ clients and team members.
Hoarding work and not giving your employees the chance to evolve in their roles will stunt their growth.
FiComm's Megan Carpenter shares advice on what it takes to impact organic growth via marketing.
This quiz is based on actual questions from The Financial Planning Challenge.
