Ian Cummings, an advisor with Investment Planning Counsel, has built a business model in which he outsources everything but his advice.“An advisor has the choice to either build an office or buy that expertise,” he says. Cummings chose the latter option.But, in order to make an outsourcing model work, technology is a must, he says: […]
Eliminate clutter, set a schedule and prioritize tasks
As a financial advisor, you should have a brand that reflects what clients can expect from you
Most advisors know it is a key to success, but don’t know how to make the transition
Advisors can benefit from detailed advice on when and how to recruit
All firms need a plan to get through events such as a fire, earthquake, hurricane, terrorist attack or other catastrophe
Starting a financial advisory office means leasing office space, becoming an employer and managing tax issues
Book offers week-by-week process that touches on such issues as strategic analysis, targets and referrals
If you’re too ambitious, resolutions become more difficult to keep
Brokerage to deploy PriceMetrix program to 1,330 advisors