“I really love kind of the collaborative approach in general…I find that really the clients are best served when the entire team of advisors are on the same page, have shared information in advance…And many times I find that the RIA is actually the quarterback for the client because he or she ends up interacting…
“I think that people tend to look for an advisor that they feel comfortable with and they can relate to. So, I did start with quite a few fairly young families. I had my first daughter in 2002 and my second in 2005. So I was in this place where, we were a young, married,…
“ . . . growth is the keyword these days. You need to grow. Everybody wants to grow. The question is how to grow. So, I think it’s primarily a combination of best practices and scale. And they go hand in hand.” – Charles Paikert, Senior Editor, Financial Planning Charles Paikert is…
Welcome to “ . . . For Advisors”, the podcast for and about financial advisors. “…For Advisors” will be covering a wide range of practice management and advisory topics to help you, the smaller financial advisor, better manage and grow your practice.