Any thoughts on xy planning network?
We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...
ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?
https://joinfishbowl.com/bowl_r7dun
Are any RIAs charging for maddening 529 plans? If so, how?
Has anyone used The Warton Group for 401k appointments? Seems like a lot of money for uncertain success...
Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.
Anyone have any experience with xy planning network? Thoughts?
Anybody have series 24 study materials that they don’t need anymore????
Senoir advisors and owners: What do you offer in commission and fee splits with junior advisors? what do you pay office staff? juniors, what is your current or past comp split?
My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??
At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.
What’s it cost to work with an attorney when leaving a firm?
Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year
What is your experience with The Bill Good Marketing system?
Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.
Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .
For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......
Anyone using remote marketing consultants for social media seminar promotions or creating online content?
Is riskalyze worth it as a lead gen tool?
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