Solo Advisors: How to Take Time Off

News, Analysis and Ideas for Registered Investment Advisors RIA IQ Online/Mobile Version|Home| Ce Quiz| BD Data|Guides/Supplements|Subscribe|Add to Safe Senders List August 1, 2013 FOLLOW US: Solo Advisors: How to Take Time Off Most advisors continue to check in with phone and email messages and continue to do some work even while on vacation. Dave Grant shares the steps he took to completely cut himself off from work for a family vacation. 3 Big Risks From Your Older Clients Older clients create three major challenges for advisors. If planners aren't analyzing their client base and preparing response strategies, they risk jeopardizing the future of their business. How One Firm Grew Revenues by 36.8% Eight-year-old financial services firm Kendall Capital Management recently announced that it exceeded its goal of $100 million in assets under management amid 36.8% growth in revenues over the past year. Turn On Your Favorite Channel Rethinking Retirement  For breaking news, targeted insights and expert coverage of retirement, visit Financial Planning's Rethinking Retirement Channel now - and everyday! Forbes Family Office Reveals National Plans “We see an opportunity to have a national RIA multifamily office brand with the Forbes name,” Scott Gregorchuk, chief executive of Forbes Family Trust tells Financial Planning. “We are surgically targeting the right advisors and investment advisory firms to join our effort.” Recruiting Tip: How to Fight Big Money The RIA space is losing some of its brightest potential stars to higher-paying careers in banking and insurance, says recruiter Caleb Brown. Here are a few ways RIA firms can fight back. Garrett Planning Network Open to Deal, Founder Says Sheryl Garrett says privately held firm or group, such as Vanguard or NAPFA, or a major benefactor, would be ideal match for her low-fee firm. Connect With Us Anywhere, Anytime Download Our Apps for iPad®, iPhone® and Android™ Access Financial Planning's dynamic features and content right from the palm of your hand. Visit the App Store or Android Market to download now! How to Make a Successful Hire There are steps you can take to increase the possibility of a successful, long-term hire. Here is a six-step process that can serve as a best-practice standard for hiring. Research Roundup: Misreading Chinese Rebalancing Far from crashing, the Chinese economy is at a pivotal point. The wheels of rebalancing are turning. While that is not showing up in the composition of final demand (at least not yet), the shift from manufacturing and construction toward services is a far more meaningful indicator at this stage in the transformation. -- Stephen S. Roach, Morgan Stanley Contact Us Matt Ackermann matt.ackermann@sourcemedia.com Online Editor-in-Chief Phone: 212.803.8711 Mike Schott michael.schott@sourcemedia.com Group Publisher Phone: 212.803.8567 Videos How Will You Get Where You Want to Be? Helping Advisors with Social Media Raymond James Unveils New Advisor Pricing Selecting the Right Advisor Coach Slide Shows 8 Things Financial Advisors Shouldn't Do on LinkedIn 5 Ways Advisors Can Help Clients Slash Health Care Costs 12 Advisor Trends That Will Shape the Next Decade 7 Keys to Creating a Standout Brand 7 Mistakes to Help Clients Avoid When Planning for Retirement Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to Distinguish a ‘Good Story’ From a True Growth Opportunity. The Unintended Consequences of Inflation Protection © 2013 SourceMedia. All rights reserved. You are currently subscribed to RIA IQ as: buzzhairs.finance@blogger.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809