Why Now May Not Be The Time to Switch BDs

Helping advisors secure multiple offers and transition to a new broker-dealer is our area of expertise so this may sound a bit odd…now may not be the time to switch broker-dealers. Let us explain. Amidst the incredible disruption of the

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Level-Up Your Zoom Calls

Zoom is everywhere, even Saturday Night Live used the technology to overcome the challenges of stay-at-home and social distancing orders and deliver a new episode this past weekend. You (and your clients) are likely becoming comfortable with the tool now too.

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Making Work-From-Home Work For Your Practice

Like so many of you we’ve switched our operations from the traditional office environment to a 100% remote, work-from-home scenario.  A few days in and so far so good. For advisors running a practice, the challenges presented by mandated office

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