Practice Management

During “Unlocking Independent Growth: Marketing and PR Strategies for Transitioning Firms,” we asked Kelly Waltrich (Intention.ly), Matt Halloran (ProudMouth), and Jason Lahita (StreetCred PR) to share their biggest insights into what independent advisors can do to achieve growth through marketing.

When David Kline, CFP®, left Fidelity for Integrated Partners in 2014, he did so without the 600 clients he’d been serving for the past eight years. Growth, for Kline, was non-negotiable.  “The first year was very scary with a mortgage and two kids and no clients,” Kline recalls.  But he took the leap of faith […]

As an independent advisor, growth can often feel like a siloed, overwhelming effort. And while you can grow your business alone, it’s far more effective to do it by leveraging strategic partnerships, especially when it comes to serving sophisticated clients like business owners and high-net-worth investors. But when—and how—do you find the time to build […]

Picture this: You have a scale–you know, a balance scale typically depicted in the justice system, with two bowls held together by a T-shaped fulcrum–with independence on one side and the support you’re used to getting from traditional broker-dealers and RIA aggregators on the other. The advisory landscape would have you believe that the scale […]

Outdated Business Models are the Biggest Threat to Today’s Independent Advisor It seems almost too obvious to say that COVID-19 has changed the way people work, and perhaps more importantly, the way they want to work, but our industry especially has seen such a significant shift over the past couple of years that ignoring the […]