Thought Leadership

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

What Do Millennials Expect From Financial Advisors?

Do you have the correct processes and systems in place to attract, retain and serve millennials?

Read More

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

Read more

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More