Managing
RIA Consolidator Beacon Pointe Announces Deal With $100 Million AUM RIA And Is Looking For 40 More RIAs
- Details Category: Succession
Beacon Pointe Wealth Advisors (BPWA) today announced the addition of a fourth advisor partner, $100M AUM RIA Independent Financial Advisors of Riverside, CA. It's the fourth deal consummated by Beacon Pointe within a span of four months from the last transaction. Independent Financial Advisors principals James Valmonte and Teri Parker join BPWA as Managing Directors and equity partners.
Work Your Plan To Cure What Ails You
- Details Category: Practice Management
As you grow your firm, you are likely to encounter one or more common frustrations and/or aggravations that stymie your ability to move the firm forward in the direction you envision. Many of you have likely already encountered some or many of these. For a few growing firms the pain has to become bad enough before any change is made. They have to become “sick and tired of being sick and tired” before making changes.
Getting Your RIA To The Next Level: Are You Making Progress?
- Details Category: Practice Management
When planning, whether financial planning for your clients or strategic planning for your business, there has to be follow up and follow through (accountability & monitoring) to see if you are making progress toward your goals.
In my 2012 year-end post, Getting Your RIA To The Next Level In 2013: Resolve To Follow These Six Steps And I’ll Help You Follow Through, I laid out a six-step process to help your firm make progress in 2013. Since we are nearing the end of the first 90 days of 2013, it is time for the first quarterly checkup.
Are you making progress on each of the six s
Embracing Change Can Be The Key To Expanding Your Business
- Details Category: Personal Development
The words Bob Dylan wrote 40 years ago, "For the times, they are a-changin" ring truer today than ever before. The way almost every business is conducted continues to change at dizzying speed. The more we hold onto the old ways, the harder life becomes.
Is There Such A Thing As Work/Life Balance?
- Details Category: Practice Management
In addition to heading up Total Rebalance Expert, I’m in charge of an RIA firm with $250 million under management. I’ve certainly felt overwhelmed, neglected my family and put taking care of myself on the back burner. But, most of the time, I’m able to maintain a balance between work and personal life.
How can an advisor be successful without letting the business eclipse everything else?
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