Ep.104: Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
The financial services industry is experiencing a down market, which has firms, advisors, and clients on edge about what to expect. For advisors who want to be successful during these uncertain times there is one factor to keep in mind – you need to flip the...Ep.103: You Started a BD or RIA – Now What?
Advisors who are attracted to the benefits of independence, the autonomy of business ownership, and the lucrative financial upside are taking the leap and starting their own RIA or broker-dealer. Once their firm is established; however, the question then becomes how...Ep.102: Behind the Wheel – Strategies for Advisors on the Move
As the number of financial advisors making a move to new firm partners continues on an upward trajectory, the top question for those making a transition remains, “I’ve decided on a new firm partner, now what do I do to successfully move my practice?”...Ep.101: The More Things Change . . .
The W-2 model is being taken off the shelf, dusted off, and being presented again as a relevant option for advisors. In particular, independent firms, who are recognizing that the 1099 model within independence is not for every advisor, are integrating W-2 options as...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
