Are You Selling Yourself Short by Giving Up Equity?

Oct 11, 2021

You’re considering independence and the potential of taking on a capital partner. Is that the right move, or is there a better way to financially de-risk the leap? Here are five things to consider.

Mindy Diamond on Independence: Third Gen UBS Breakaway Finds Sanctuary

Oct 07, 2021

A conversation with Tom Stadum, managing partner of Fjell Capital, about his transition from UBS to independence with Sanctuary Wealth.

Michael Kitces' #FASuccess Podcast: How John Kennedy Uses an EOS to Build His Business

Oct 05, 2021

CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.

Ten Favorite Mnemonics of Financial Advisors

Oct 01, 2021

Advisors are required to memorize intricate details where the order of events is as critical as the accuracy of the details themselves. Here are 10 memory aids used by advisors to help them serve clients.

Who’s Your New World Role Model?

Sep 30, 2021

Now is not the time for complacency.

Wealthies Circle Podcast: Maximizing Your Firm’s Payout as an Advisor With Frank LaRosa

Sep 30, 2021

Elite Consulting Partners CEO Frank LaRosa shares his thoughts on how advisors should handle the transition and monetization of their company as they approach retirement.

Mindy Diamond on Independence: Should You Go for the Forgivable Loan?

Sep 30, 2021

Louis and Mindy Diamond provide an industry update on recruiting.

Eleven MLB Players Turned Financial Advisors

Sep 28, 2021

From the big leagues to big finance.

What to Do When a Key Team Member Resigns

Sep 28, 2021

The reality is that you can do everything 'right,' as a leader, and still there will be employees who will leave to pursue other opportunities. Here are five tips to move on after that happens.

The Recruiting Explosion Is Real

Sep 27, 2021

Financial advisors are switching firms at a record pace. If you are planning to make a move, here are four things you need to do.