Just as it’s important to have multiple lines in the water while fishing - it’s as important to have multiple sources of #revenue to maximize your #enterprisevalue. Fusion ScoreCard™️ helps uncover other revenue sources!
#ria
🧭 Top 6 Ways to Evaluate an RIA Launch & Transition Consultant
1. Industry Experience
2. Business Acumen
3. Network
4. Technical Expertise
5. Communication Skills
6. Flexibility
#RIA#launch#transition#consulting#fintech
Would you rehire your current firm?
Instead of "my payout is ❌", whether you are with an IBD or at a wire, change the narrative to "I pay my B/D 💲and for that I get 🟢"
Could you manage that 💲in a more effective, satisfying way?
fusionfp.com
The majority of advisors that are "found out" during their transition away from their firm is usually do to an errant email surrounding their plan.
A proper plan is critical when making any move, but even more so when you do not "own" your client book.
fusionblackops.com
Welcome to the future! We discovered OpenAI this weekend.
Incredibly fast. Ridiculously smart. ChatGPT writes brilliantly. DALL*E created some pretty original artwork in seconds.
loom.ly/Rx8GMlc is the link for ChatGPT
loom.ly/nZDUo2w is the link for DALL*E
“An RIA like Mercer might be more inclined to raise capital through the sale of preferred equity in order to maintain balance sheet strength,” says Fusion Financial Partners Mike Papedis. citywire.com/ria/news/exclu…
Fusion ScoreCard™ is a benchmarking tool designed specifically for RIAs and independent IBD or insurance firm practices.
Refine your practice relative to teams like yours or take your business to new heights. #ria#advisor#independence#growth#entrepreneur#techstack
Breaking from a wirehouse?
Don't be pushed into an accelerated transition due to being found out or from working with people who don't understand the nuances of this covert process.
fusionblackops.com#independence#advisor#transition
@ENVCrager “To start something from nothing is a whole different ballgame. In 2000 we started with no capital, no team, no clients, no accounts.... founders in the room know how hard it is to execute” 👊@ENVintel@AGS_Wire#MSUM19
129 Followers 617 FollowingFinancial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.
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7K Followers 3K FollowingManaging Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
422 Followers 1K FollowingContent Marketing, Non-Fiction Author, Ghostwriter, and Copywriter of Finance/Investment and Health/Fitness works. KOPEESH📚 Director USAOCR
@OCRAUSA 🇺🇸
2K Followers 939 Following▶️ Broadcasting The Advisor Evolution | Home of #AdvisorSpeedDemos #RIAStories #AdvisorOfficeHours #ETFStories #FinancialAdvisorStories with @sjaycoulter
6K Followers 1K FollowingCounsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
2K Followers 2K FollowingTHAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
368 Followers 329 FollowingOfficial page of Advisor Growth Strategies. Leading management consulting and transaction advisory firm for the nation's top advisory firms.
3K Followers 2K FollowingFounder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
310 Followers 410 FollowingI seek to learn, share and be evolutionarily excellent at delighting clients and colleagues as a trusted advisor and and operating executive/leader.
8K Followers 2K FollowingPres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
5K Followers 4K FollowingFaith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
5K Followers 4K FollowingWhat did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
1K Followers 1K FollowingHe/him. Sci-Fi, Superheros, and Southern food. Contract "Fractional Planner" to other advisors looking to grow or to help carry their existing workload
1K Followers 748 FollowingFinancial Services meets Credibility Marketing.
#PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
3K Followers 2K FollowingChief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
550 Followers 778 FollowingAdhesion Wealth Advisor Solutions, Inc. (“Adhesion Wealth”) is an investment adviser registered with the U.S. Securities and Exchange Commission.
1K Followers 889 FollowingSavant is a fee-only investment management firm, offering comprehensive wealth management services to its clients. RTs/follows are not endorsements.
935 Followers 608 FollowingWe are transforming financial services practices into sustainable businesses with our powerhouse team of lawyers, analysts, and consultants. #FPSustainability
2K Followers 792 FollowingWe believe Women Will Change Financial Service™ at #FemalesAndFinance. JOIN US to help Hire, Mentor, Train, and Advance 100,000 women in #FinServ and #FinTech!
95 Followers 22 FollowingSecurities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
17K Followers 444 FollowingRaymond James is a financial services firm dedicated to one thing: Life Well Planned. We take pride in pragmatism and in our steadfast commitment to clients.
569 Followers 1K FollowingLiving the American Dream! Father (proud Girl Dad x2), Husband, Founder of Dynasty Financial Partners (@DynastyFP), owner of Team Penney Racing.
95K Followers 2K FollowingContrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
494K Followers 505 FollowingOfficial X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
998K Followers 1K FollowingMP for Carleton, @CPC_HQ leader, running to be Prime Minister of Canada - Député de Carleton, chef du @PCC_HQ, candidat au poste de premier ministre du Canada
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