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Technological innovation and the rise of the Fiduciary Standard has evolved the wealth management industry in a variety of ways, leading to a new way Financial Advisors and Firms define the roles Advisors have in a practice. Advisors are no longer simply salespeople, at least not in all environments. In addition to determining if they want to be employees or independent, Advisors now have to ask themselves if they want to be a part of a culture that focuses on the success of the Advisor, a team of Advisors, or the Firm itself.
In the first episode of a three-part series, Garrett Layell discusses the implications of these decisions and the options available to Advisors and Firms seeking to optimize the effectiveness of their team members. Feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have.
Each Advisor envisions their retirement and legacy plan in their own unique way, just like their clients. Garrett Layell breaks down the seemingly endless...
How much should Financial Advisors expect to earn for various roles in today’s industry? As the industry continues to evolve (and consolidate), Advisor compensation...
One of the best kept secrets in the financial services industry is the Tuck-In model. One of the best descriptions I’ve ever heard for...