This podcast is about the greatest retirement boom we’ve seen in a generation. And I’m not talking about Baby Motors. I’m talking about financial advisors entering the greatest retirement boom in the history of financial advisors. Today there’s mass buyers and many different exit strategies. The question is, do you want to be the last…
Who is the Boogie Man? The Boogie Man is your compliance department who knew this already? You knew that they’re watching, but we’ve seen a massive increase in the scale of firms watching over the shoulder of those advisors with massive divisions within your firm that are getting more and more efficient. Watching everything you…
Today’s podcast is about transitioning in a tough economy. Is this the time to move? There never is a good time to move. When markets are booming. It’s really busy. Really tough to consider when markets are getting smacked and things are down and you’re holding a lot of clients hands. Another really tough…
So this is a podcast regarding a monster trend that we’re seeing of traditional advisors that big banks and brokerage firms moving to start their own independent operations. The reason why we’re seeing this mega move and mega moves at all these big banks are because of the ease of creating your own independent…
Wells Fargo announced today that they will continue, in perpetuity, the largest recruiting deals on the street. They also reiterated their commitment to significantly reward recruiters for pushing valuable recruits to their multiplicity of platforms with increased recruiting fees that dwarf the industry standard. Wells Fargo just extended the holiday season for eligible advisors, teams,…
Meet Bartenstein: As the chief executive officer of Kestra Private Wealth Services, Rob is dedicated to providing experienced advisors with the services and support they need to start their own successful, independent businesses. In 2011, he helped establish Washington Wealth Management, which rebranded as Kestra Private Wealth Services in 2016. Meet Roger: Having spent…
First Republic acquires a $10 million group, Sal Tiano and team in Florida. Sal leaves JP Morgan after 29 years. The team was managing approximately $2 billion + in assets at JPM. A great win for First Republic. ABOUT FIRST REPUBLIC First Republic has been on a major recruiting binge, recruiting top teams nationally. In…
Some financial advisors believe it is best to structure a deal on their own. Then there are some who believe using a recruiter is advantageous when shaping a deal. Which line of thinking is best? That depends on your situation, but we hope to provide some answers here to help you make that first step…