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 […]

How to Create a Succession Plan for Your Financial Services Firm

Marcus Aurelius is widely considered a great emperor who also takes a lot of the blame for the fall of Rome. While he did great things for the empire when he was alive, his biggest failure was his succession planning for the empire. Marcus Aurelius was the last of the Five Good Emperors of Rome, […]

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