• Remember that success requires you to form a team around your practice. This team should consist of partners with whom you have what Charles Dickens called “suitability of mind and purpose.” Your firm’s team would include its partners, its referral network, any sub-advisors and your custodian. As a rule, if yours is a lean firm, you need a lean custodian to have a good fit. TD Ameritrade was a good fit for us when we started our firm, and we have stayed with them since.
Ten Ways New RIAs Can Grow Their Practices
June 4, 2014
« Previous Article
| Next Article »
Login in order to post a comment