by Patrick Tucker | Oct 1, 2020 | For Financial Advisors
Why did you start your own independent advisory business? More than likely, you wanted the freedom to serve your clients in the way you thought was best and you also wanted to create a business that fits your lifestyle. Unfortunately, once they get into it, many...
by Patrick Tucker | Sep 24, 2020 | For Financial Advisors
Are you ready to take the next step in your career as a financial advisor by either leaving your broker-dealer to go independent or making your already established independent firm more profitable? One of the keys to taking whatever the next step in your journey might...
by Patrick Tucker | Aug 20, 2020 | For Financial Advisors
Do you work for a broker-dealer? The definition of a broker-dealer is a firm that buys and sells securities for its own account or on behalf of its customers and, in the U.S., usually refers to stock brokerages. If you’re familiar with my business, you know that its...
by Patrick Tucker | Jul 23, 2020 | For Financial Advisors
When you’re driving somewhere, you have to know where you’re starting from, where you’re going, and what you want to avoid (think traffic jams or closed roads.) The best way to do that is to plug your destination into your GPS and let it handle the details. The same...
by Patrick Tucker | Jun 26, 2020 | For Financial Advisors
There are plenty of perks to being an entrepreneurial advisor, which is why it’s such a fast-growing market. When you’re this type of advisor, you can act as a counselor to your clients and your advice doesn’t have to be limited to straight financial matters. I...
by Patrick Tucker | Jun 11, 2020 | For Financial Advisors
There will be many challenging times during your journey as an independent financial advisor. Some of those may be related to the economy or the market, while others, such as the recent pandemic, will be crises we never really see coming. The most successful advisors...
