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

As advisors get adjusted to the “new normal”, stories are starting to come in about wirehouse life over the last few weeks and they are all over the map: good, bad, and ugly. On the upside, one Fortune 250 broker-dealer

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.

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

This article was originally published on AdvisorHub on March 12th, mere days before the market’s dramatic turn. A possible downturn or correction in the market can mean anxious clients, but it can also mean a significant decrease in your transition

Fears about Covid-19 and new mandates against in-person interactions have led many advisors to explore video calls to engage with clients.  Doing so during these times makes sense and there are no shortage of solutions out there to explore (Zoom,