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Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.June 21
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There’s a lot to be said for being lean and mean.April 3
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Why RIAs are focusing on firm success rather than individual performance.April 1
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About 63% of industry professionals say they’re interested in working for a new firm.March 27
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Bringing on new employees can spur growth, but can also complicate compensation structures.February 8
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Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.September 18
CEOSavant Capital Management
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I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.August 9
ColumnistFinancial Planning
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AUM, revenue and client base growth are soaring, but advisors must remain vigilant.August 9
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Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.April 2
Founder & Managing DirectorCruz Consulting Group
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