Independent advisors and their client who want the benefit of high quality relationships and the increased scale, resources and services of a larger firm can achieve their goal by prioritizing high value activities and benefiting from established processes, guidelines and procedure [...]
To confidently transition as an independent advisor, create a support system with integrated support and robust client support that aligns with your ultimate goals. Breaking free of the constraints in a captive environment facilitates an opportunity for [...]
Unlock Knowledge and Intentionality with 16 Invaluable Books By Craig Morningstar, Chief Operating Officer In the realm of financial planning, a multifaceted tapestry of wisdom and principles intertwines with the intricate nuances of individual aspirations and financial landscapes. It is a discipline where monetary artistry meets the profound spectrum of human experience. And where practitioners […]
5 Behaviors to Keep Top of Mind By Steve Kulesza, CFP®, Chief Business Development Officer When most people think of sales, they think of a simple transaction of a product or service for the exchange of money. Meet a potential buyer, show them your product or service, provide a fair price and close the deal. […]
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Culture is everything. I recently talked about culture on Orion’s The Weighing Machine podcast, and it got me thinking. Here, in place of today’s Dynamic Market Update (which will resume in two weeks), I’d like to explore the topic of culture as it relates to […]
Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win. Growing Your Practice? 5 Key Considerations when Selecting a Partner If you’re a […]
