As a financial advisor, one of the most rewarding things you could do is leave your wirehouse to go to an independent broker dealer. Wirehouses and big firms can cause advisors to feel limited, cheated, or held back. Joining an independent broker dealer means you no longer have a sales manager or quota, you are free to pursue a spectrum of investments.
Guest Vlogger: Jodie Papike, President of Cross-Search
Last week, Bank of England Governor and Chairman of the G20's Financial Stability Board, Mark Carney, spoke to a crowd in Berlin about how green finance can maximize return, aid the global economy and combat global climate change if we figure out how to bring Impact Investing to the mainstream. We totally agree!
As we all know, the financial crisis was fueled by corruption, incompetence, and a lack of transparency. As the impact investing movement gains momentum, impact investors and advisors must keep a conscious mindset towards the formation of impact investments so that history doesn't repeat itself.
Succession planning is just as important for an Independent Financial Advisor as retirement planning is for any client. But many Financial Advisors nearing retirement have no plan in place. Here are a few reasons why it’s so important for Financial Advisors to take their own advice and make a plan.
Topics: Succession Planning