Posts by Melissa Angert

Developing your client base is vital for growing your business, but as the world changes, so must your strategies for lead generation. There are plenty of tried and tested marketing tactics for bringing in leads, but are they suitable for financial advisors, and, more specifically, will they work for your advisory business? The right lead…

The fast-growing movement to independence continues to gain momentum among today’s wealth managers, with a report from Cerulli Associates showing that 71% of advisors would prefer independence if they were to move to another firm. There are obvious benefits to building and implementing your own independent business model–more control, flexibility, and scalability immediately come to…

According to Fidelity research, 96% of advisors who made the move to an independent firm are happy with their decision. And Cerulli Associates indicates that by 2025, more than a quarter of the industry’s assets will be managed by advisors in RIA channels.  The top reasons behind making a move to independence underscore the ongoing…