When hiring to grow their firm or adding a partner, most older (and typically entrepreneurial) advisors make the mistake of trying to hire younger advisors who are just like themselves, which tends to overload firms with dynamic but chaotic behavior. Even worse, when they do bring in more complimentary professional employees, they try to transform their typically more analytical junior advisors into entrepreneurs, creating frustration, dissatisfaction, and--you guessed it--even more chaos. To his credit, once he overcame his aversion to having any partner at all, Dave Shore both recognized the value in the analytical approach that Tim Harrington brought to Marin Advisors, and generously provided him with extensive freedom to work with clients his own way, attract new clients in his own style, and express his organizational talents in the firm's documents and communications.
This collection of articles from IMCA's Investments & Wealth Monitor focus on after-tax returns of active and passive funds, choices in active and passive, and...
Combined fee-based and commission-based businesses are on the rise. See how this adaptable model offers flexibility, while helping you maximize opportunities with access to a...
In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.
Jun 30, 2015
Join ThinkAdvisor & Well Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.