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8 Reasons Why Advisors Are Still Moving Firms In 2017

  • On March 13, 2017
We are hearing and reading a lot about how slow recruiting is during this current environment. Advisorbox however, is seeing substantial recruiting activity so far in 2017. Here’s the primary reasons advisors are telling us why:   DOL DOL is one of the most commonly brought up topics by advisors over the last 6 months […]
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What To Do If You Get Terminated

  • On March 13, 2017
We regularly consult with good advisors who have been terminated. Unfortunately for advisors, many firms compliance departments have become more aggressive against what used to be considered “minor” offenses and “surprise” terminations are becoming more common. Consider these 7 tips if you’re a good advisor that happened to get terminated. Stay calm. Being terminated is an […]
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March Madness Begins This Week

  • On March 13, 2017
“March Madness” was first coined in 1982 when sportscaster Brent Musburger uttered it during his tournament coverage. 68 teams are invited: 32 teams receive automatic bids by winning their conference tournaments. 36 teams receive an at-large bid from the NCAA Selection Committee. National TV advertising during the tournament reached $1.24 billion in 2016. 17.8 million […]
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Recruiting Advisors For Your Independent Advisory Firm? Prepare Your Brand

  • On March 13, 2017
Branding begins with each and every interaction an advisor recruit candidate has with you and your team. It can be how you answer the phone, what your office looks like, your web design, your business card, and even how you share your value proposition. Your logo, stationery, business cards, marketing materials, executive summary, social media […]
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DOL Weekly

  • On March 13, 2017
Last Friday the DOL issued enforcement guidance:  Temporary Enforcement Policy On Fiduciary Duty Rule The bulletin provides enforcement relief during the time gap between the Fiduciary Rule’s April 10th date and actions taken related to a delay. In recognition of the foregoing transitional and other concerns, the Department is adopting the following temporary enforcement policy: In […]
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DOL Weekly Update

  • On March 6, 2017
DOL proposes to delay ruling from April 10th to June 9th. The proposed delay will not be effective until the DOL issues a final rule. Some were anticipating a 180 day delay but the DOL cited costs of delay for limiting delay to 60 days. Rule delay next steps is an open comment period ending March […]
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5 Tips for Finding Sellers

  • On March 6, 2017
Currently, there are substantially more buyers than available practices for sell. This has resulted in an ultra-competitive market. Finding the right practices to acquire takes time and can be a frustrating process for buyers. We encourage buyers to take a multi-faceted approach. Don’t depend on any one resource to source quality practices to buy. Here […]
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5 Buyer Preparation Tips if You Will Need an Acquisition Loan

  • On March 6, 2017
We speak with advisors every week (usually every day) who are actively looking to acquire practices but are not familiar with where to start regarding financing the acquisitions. Here are 5 tips to consider: Do you know how much you are qualified to borrow for your acquisition? Narrow your acquisition targets to the practices you […]
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Ready to Start Acquiring Practices?

  • On March 6, 2017
10 questions to ask your broker dealer Broker Dealers benefit from the new revenues generated from your external practice acquisitions and better maintain client retention when their retiring advisors sell to other advisors within their BD. 10 questions to as your broker dealer: What support materials, consulting and other resources do you have available for […]
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Recruiting: Passive but Open Minded

  • On March 6, 2017
If you’re happy at your current firm but have an open mind to hear about your options, recruiting managers (and me) want to speak with you. Many of the advisors we help transition weren’t irate at their manager or actively looking to move tomorrow. Recruiting managers want to speak with passive advisors who are doing […]
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