In last week’s Advisor Advice blog, “Reasons to Leave Your Wirehouse,” we shared some of the benefits of leaving a wirehouse and joining and Independent Broker Dealer. Being independent frees you up since you no longer have a sales manager or quota sitting on top of you. Having all this newfound freedom can be scary as you need to learn to manage yourself.
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!
You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business? Starting the year with a specific resolution can be a great way to hit the ground running and measure success.