Tips from those who made the transition
You can increase profits by reducing expenses, but any cuts must be made with caution and without lowering your value in the eyes of clients
A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement
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Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
Advisors can offer a personalized experience through deeper client engagement
Advisor-owned firms have added billions in AUA by poaching advisors from banks
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
A session at the IFB Spring Virtual Summit offered insights for advisors
Not so fast, firms say, as working from home proves productive