Thought Leadership

Thought Leadership is more than just sharing ideas. It’s about helping you create opportunities.

The DOL Fiduciary Rule on how it will affect your business | Summit

Department of Labor Fiduciary Rule will require advisors with retirement plans to act in the best interests of the client see how this will change your business

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12 questions to ask before buying a practice | Summit

When buying a practice, asking the right questions can make all the difference this white paper uncovers the most important things to consider

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10 questions to ask before selling your practice | Summit

When selling a practice, asking the right questions can make all the difference this white paper uncovers the most important things to consider

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Avoid the pain when changing broker-dealers | Summit

To ensure a smooth transition as you switch broker dealers learn what you should know to help you determine the pros and cons of a future business partner

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What should you expect from your broker-dealer? | Summit

Review this checklist of items and expectations designed to help you choose the right broker-dealer for your business and your clients

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Putting LinkedIn to Work for financial advisors | Summit

Use these techniques to spread your reach finding new clients, while strengthening relationships with your current clients and centers of influence through LinkedIn

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Learn if a Hybrid RIA is right for your business| Summit

Many advisors are using the RIA hybrid model, explore both the benefits and drawbacks of the hybrid RIA model with your own Independent RIA

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A Financial Advisor’s Guide to Social Media| Summit

Financial advisor need to embrace the use of social media. Explore the best practices for using social media and the best content to use as part of your strategy

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