Dan Skiles spent years working for large companies, typified by eight years at Charles Schwab Institutional. Now that he's an executive VP at the much smaller Shareholders Service Group custodian based in San Diego, Skiles says he now feels "an alignment with advisors," and that many advisors that he's known for years that run their own relatively small practices, "have become great coaches" for Skiles in his new role. They'll say, "I remember when I left Merrill Lynch, when I left a big company and had to give up some of those things and started my own firm, let me tell you about these two things that you guys need to stay focused on." He reports that long-time friend and advisor Greg Friedman, of Junxure software and principal of Salient-Friedman Wealth Management, has "been an entrepreneur all his life, and now I think he actually respects me." Skiles says "It's a new club that I didn't know existed and now I guess I'm a quasi-member."
Filled with ideas to help you with client events, marketing concepts and practice management: this eBook will get you thinking out of the box!
To learn what advisors and industry consultants identify as the key steps to a successful move, download our white paper, Changing Firms: Five Steps For...
Learn the high cost of not-in-good-order paperwork and how to avoid it. There's even more at stake than you may realize.
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.
May 07, 2015
If the best portfolio strategy adds 125 basis points annually over a competing investment strategy over the long haul, investors would do well to work...
Apr 29, 2015
This webcast will transform how you approach retirement strategy. Help grow your business by providing your clients with a plan that offers guaranteed income for...