Why Did Our Partners Join Vertex?
Every Advisor has their own experiences and circumstances which led them to Vertex. Our current Partners are no different. Here are their stories about why they joined Vertex.
What Do You Want Your Financial Services Firm to Look Like?
You don’t have to know anything about building a house to know the most important part of building it is the planning. Architects and their team need to start with a general idea of what the house is going to look like, then they get down to specifics: Once they’ve determined all the details, it’s […]
What to Do When the Death or Disability of a Team Member Threatens Your Business
You and your team rely on each other to keep the business going. If something happens to them, it impacts your ability to keep the business going. And if something happens to you as the business owner, it could bring the whole operation to a grinding halt. No one wants to think about these awful […]
What Happens to My Employees If I Sell My Financial Services Firm?
Hearing that the business is getting sold is a harrowing time for employees. They worry that their new boss already has someone doing what they do, and they’ll get fired when it becomes clear there’s no need for them. You’ve worked side-by-side with your employees for years. You recognize that they’re responsible for getting your […]
What Happens to My Clients If I Sell My Financial Services Firm?
You started your own financial services firm so you could work more closely with your clients and better serve them. So, of course you want to make sure they’ll be well taken care of when you hand the business off to new owners, but how can you be sure that will be the case? The […]
You’ve Decided to Sell Your Financial Services Firm! Now What?
It’s one of the biggest decisions you’ll ever make, so it should never be undertaken lightly. That’s why we came up with 8 things to consider when deciding whether it’s time to sell your financial services firm. But making that decision is just the first step. Once you’ve made the decision to sell (or become […]
The Pros and Cons of Working for a Large Financial Services Firm
It’s been said that entrepreneurship is like jumping off a cliff and building the airplane on the way down. When put that way, it’s incredible that any entrepreneurs manage to create successful businesses. As it is, just over half of new businesses (55%) make it past the first five years. Less than half (45%) make […]
Pros and Cons of Owning Your Own Financial Services Firm
Few things in life are all good or all bad. Ice cream is delicious, but also fattening. Exercise is hard and painful, but it’s easier to justify an extra scoop of ice cream after a hard workout. As with everything else in life, owning your own financial services firm comes with its own list of […]
How to Use Technology to Build Better Relationships with Your Clients
If using technology to build better relationships with your clients sounds like an oxymoron, here us out. You wouldn’t send a robot to a job interview. Afterall, the only reason for a job interview is so the interviewer can get a sense of who you are as a person and whether you’ll fit in as […]
How to Tell if You’re Ready to Own Your Own Financial Services Firm
In our most recent blog post, we talked about the pros and cons of working for a large financial services firm, rather than risking the chance you’ll fall flat on your face if you break out on your own. Considering the pros and cons of being an employee, rather than an employer, is a good […]
