Comparing the Financials of Advisor Opportunities

2021-07-29T11:38:42-04:00

Transitioning to a new firm has its share of challenges. Leaving the familiar to venture into the unknown is always difficult, so it’s best to do some homework prior to making a move. An analytical approach is recommended. When it comes to the financials of an opportunity, advisor payouts are important—but they are not the [...]

Comparing the Financials of Advisor Opportunities2021-07-29T11:38:42-04:00

The Financial Advisor Career Path in 2021

2021-07-27T15:21:23-04:00

The path to become a financial advisor is not for everyone. It’s a long journey that requires earning an undergraduate degree, getting some solid hands-on experience in the industry, passing a series of exams, and then potentially going on to more specialized education such as a CFP, which today is almost as important as the [...]

The Financial Advisor Career Path in 20212021-07-27T15:21:23-04:00

How Do You Measure “Culture” When Comparing Firms?

2021-06-21T10:32:44-04:00

We only need to go back a few short years to understand how company culture can affect financial services. In 2018, Wells Fargo was banned from growing by the Federal Reserve for opening fraudulent accounts. Their internal investigation blamed it on culture. There’s documented evidence in multiple industries that an unhealthy corporate culture leads to [...]

How Do You Measure “Culture” When Comparing Firms?2021-06-21T10:32:44-04:00

How Do You Know if You’ve Outgrown Your Firm? 9 Warning Signs

2021-05-27T08:51:56-04:00

Everyone has days when they aren’t motivated to work or don’t like their firm. That’s not necessarily a sign that you’ve outgrown your firm. It could be a simple human reaction to being overtired, overworked, or just in need of a mental health break. String a few of those days together, though, and it may [...]

How Do You Know if You’ve Outgrown Your Firm? 9 Warning Signs2021-05-27T08:51:56-04:00

Buying a Practice: Pros, Cons & Considerations

2021-05-24T09:42:45-04:00

There are different ways to affiliate and grow your business as a financial advisor. Some advisors choose the traditional route and work for a brokerage house or larger RIA to gain experience. Others go independent right way—by either building or buying a practice. Regardless of which direction, developing a client base is hard work, and [...]

Buying a Practice: Pros, Cons & Considerations2021-05-24T09:42:45-04:00

What the Highest Paid Financial Advisors Do Differently

2021-05-04T15:45:05-04:00

Effectively managing clients’ money doesn’t necessarily translate into running a profitable business. The most successful financial advisors know how to do both. That’s primarily what makes them the highest paid in the field. Are you in this category? Increased profitability is achieved by growth. That requires marketing knowledge, analytical superiority, and an ability to make [...]

What the Highest Paid Financial Advisors Do Differently2021-05-04T15:45:05-04:00

Financial Advisor Protocol: Do’s & Don’ts for Advisors on the Move

2021-04-27T09:38:54-04:00

Moving to another firm or breaking away to form an independent RIA is stressful by nature. This type of life transition ranks right up there with buying a home, getting married, or having your first child. It’s more than a change of employers. It’s a life altering event. What makes this so impactful is how [...]

Financial Advisor Protocol: Do’s & Don’ts for Advisors on the Move2021-04-27T09:38:54-04:00

Financial Advisor Compensation Trends in 2021

2021-04-20T08:45:01-04:00

If you’re considering making a move to a new opportunity or are currently recruiting financial advisors, it is important to be aware of the latest financial advisor compensation and pay trends. We’ll cover the latest trends to help inform your negotiations. […]

Financial Advisor Compensation Trends in 20212021-04-20T08:45:01-04:00

Financial Advisor Transition Tips

2021-03-17T09:50:38-04:00

Are you planning on making a change? Whether you’re changing broker-dealers, starting or joining an RIA, or looking for M&A opportunities, it’s important to plan your transition carefully. To help, review these financial advisor transition tips from Bridgemark Strategies. […]

Financial Advisor Transition Tips2021-03-17T09:50:38-04:00

How to Find a Buyer for a Financial Advisor’s Book of Business

2021-03-08T11:25:41-05:00

Based on the numbers, finding a prospective buyer for a financial advisor’s book of business shouldn’t be all that difficult. Today, there are fifty buyers out there for every seller. Those numbers sound good, but financial advisors look for quality, not quantity. Your book of business is not a retail product to be sold to [...]

How to Find a Buyer for a Financial Advisor’s Book of Business2021-03-08T11:25:41-05:00
Go to Top