Topics - Technology

Hiring and Empowering an Assistant

Hiring and Empowering an Assistant

11 Aug 2017 Staffing Your Practice

Adding people to your team can be daunting, but the benefits of having additional assistance with your business will be worth it if you hire – and train – correctly.

“If advisors are so consumed by clerical administrative tasks and paperwork that they aren’t able to focus on growing their business, they need to consider hiring an assistant,” said Laurie Burkhard, senior business consultant at Securities America

Coaching: Potential Gains and Choosing a Program

Coaching: Potential Gains and Choosing a Program

20 Jul 2018 Branch / OSJ Resources

Three financial advisors discussed what they gained from participating in coaching programs and shared advice for others.

It Isn’t All About the Numbers

It Isn’t All About the Numbers

20 Jul 2018 Continuity / Succession Planning

Cammie Sorensen leveraged skills as communicator to build a practice

Rewards of Independence Prove to Be Worth the Rigors

Rewards of Independence Prove to Be Worth the Rigors

20 Jul 2018 Continuity / Succession Planning

Christina Orta fueled by a passion for helping others reach their goals

Door Opens to an Unexpected Opportunity

Door Opens to an Unexpected Opportunity

20 Jul 2018 Continuity / Succession Planning

After career change, Andrew Zanowski finds rewarding challenges as an advisor

Training Millennials for Financial Fitness

Training Millennials for Financial Fitness

13 Jun 2018 Continuity / Succession Planning

Nick Vail’s business model makes practice a ‘gym’ for young investors

Struggling Small Broker-Dealers Finding New Life as Super Branches

Struggling Small Broker-Dealers Finding New Life as Super Branches

01 Feb 2018 Branch / OSJ Resources

Regardless of what the future holds for the Department of Labor’s embattled fiduciary rule, it’s clear the industry is facing ever-tightening regulations and the increased cost of compliance. Consequently, more and more small and mid-sized independent broker-dealers are surrendering their costly supervisory and compliance responsibilities and rolling up under independent advisory and brokerage firms as super branches.

The Right Plan, the Right People at the Right Time

The Right Plan, the Right People at the Right Time

23 Aug 2017 Branch / OSJ Resources

The winning mix that helped a young advisor build a growing OSJ group.

The Right Way to Bring on an Associate Advisor

The Right Way to Bring on an Associate Advisor

10 Aug 2017 Staffing Your Practice

Whether you are focused on finding a successor to your practice or have been fortunate to have experienced growth in clients and assets that exceeds what you want to manage on your own, consider the reasons to add an associate advisor to your business.

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From your Business Growth Experts at Securities America.

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