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Advice for the Next Generation of Advisors, Including My Son

PRACTICE MANAGEMENT LETTER
 
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Wealth Management Practice Managment

AUGUST 8, 2024

Careers

Advice for the Next Generation of Advisors, Including My Son

Faron Daugs

Seven ways to succeed in this business.

FULL ARTICLE

Should You and a Non-Partner Colleague Transition Together?

Jason Diamond

Many factors—professional and interpersonal—influence whether you are better served exploring together or alone.  

FULL ARTICLE

Business Planning

Strategic Fundraising Options for Independent RIA Owners

Shirl Penney

Weighing the pros and cons of equity and debt financing and convertible instruments.

FULL ARTICLE

Client Relations

Advisors Tell Clients to ‘Buy the Dip’

Diana Britton

Financial advisors view the market correction as a normal course of events and a good buying opportunity. “Market volatility is my best friend,” one advisor said. “This is an opportunity to show clients why they pay us a fee, to navigate difficult times with a rock steady approach.”

FULL ARTICLE

How to Build a Comprehensive Financial Plan that Protects Assets and Grows Wealth

Jeffrey J. Rapp

Including permanent life insurance can help prevent blind spots and enable clients to live longer in retirement.

FULL ARTICLE

Podcasts

RIA EDGE PODCAST

How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments

David Armstrong

Michael Conway shares how advisors at his firm prioritize a deep understanding of each client’s values and put health and well-being at the center of the conversation.

Sponsored by Schwab Advisor Services

LISTEN NOW

DIAMOND PODCAST FOR FINANCIAL ADVISORS

Mid-Year Report on Advisor Deals, Transitions and Recruiting

Louis Diamond and Jason Diamond

Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.


LISTEN NOW

AI

Unlocking Customer 360 Through Generative AI

Ali Yasin, Chinmoy Bhatiya and Habby Bauer

New GenAI-driven technologies can help wealth management firms enhance their customer understanding, streamline operations and deliver more personalized and effective services.

FULL ARTICLE

RIAs Need to Take a Methodical Approach to Embracing AI

Brad Genser

Regulators aren’t wrong in warning about the unintended consequences of artificial intelligence in financial services if leveraged improperly.

FULL ARTICLE
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