Breaking Away? Smart Advice to Plan Your Exit Taking the step to break away from your current firm and start your own can be an exciting time. It also requires a significant amount of planning, and the support of professionals who have guided others through the process. REGISTER HERE WEBINAR Tuesday, October 24 | 1…
DetailsThe Human Element of Financial Advice PART 3: Human Connection No two people are alike, and every client has unique circumstances surrounding his or her needs. The ability to customize a plan that supports those needs is an important condition, as it demonstrates that actions are louder than words. Robo platforms, while formulated to…
DetailsPART 2: Risky Behavior Relationships have a powerful impact on how we handle situations and make decisions. Behaviors are driven by a combination of internal and external factors. For the robo advisory platforms that encourage clients to seek guidance on their own, proceed with caution. Despite one’s best intentions, the neural and psychological systems that…
DetailsPART 1: Advisor Influence In an industry where the pressures of growing an independent practice continue to mount, advisors are being told to shift their focus to client relationships. At the same time, robo advisory platforms are surfacing for clients to seek guidance on their own. Can an advisor’s behavior really influence clients more…
DetailsDynamic Wealth Advisors Adopts BasisCode Compliance Software Platform SCOTTSDALE, Ariz. and ATLANTA, September 18, 2017 – Dynamic Wealth Advisors (www.dynamicwealthadvisors.com), an advisory and practice development firm servicing independently-owned advisory practices throughout the U.S., has implemented BasisCode Compliance LLC’s software platform to improve compliance management for its own RIAs and the independent RIAs for whom it…
DetailsWhen prospective advisors contact our firm about our services, they tend to begin the conversation by explaining their capabilities and what they currently offer clients, and then share a few ideas about what they are seeking to accomplish in their practice. Within a few minutes, we begin to understand the advisor’s current state, what they…
DetailsFall may be just around the corner, but how are you preparing for the next season of your practice? Planning a season ahead is a smart way to remain reliable with your clients, and ensure you have the support services needed to grow and protect your business. Four key areas to focus on for the…
DetailsAccording to a recent survey by Fidelity Investments and WealthManagement.com, solid, customizable platforms, flexible technology, compliance support and help with client acquisition are the most important factors relating to job/practice satisfaction. The survey conveyed that firms who focus on improving these factors tend to have higher retention, and attract advisors who value high performance and…
DetailsJune 29, 2017 – Dynamic Wealth Advisors is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the U.S. This is the fourth annual FT 300 list, produced independently by the Financial Times in…
DetailsAre you keeping up with the trends in advisory fees? There has been a significant amount of industry press and debate recently regarding the best method to use to charge for client services. Some suggest that a “subscription” fee model is best, especially when working with younger clients or those without significant assets to manage.…
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