Eliza DePardo

• 

  A Defense Against Unwelcome Growth: 2012 Advisor Growth by Design

  By Eliza DePardo, Dan Inveen  |  April 1, 2013

  Bouncing back from the Great Recession, advisory firms have returned to growth mode.

• 

  Growth Gone Wild: 2012 Advisor Growth by Design Study

  By Eliza DePardo, Dan Inveen  |  December 21, 2012

  In the second article expounding the results of FA Insight’s 2012 growth study, the authors talk about the dangers of growing an advisory firm too fast.

• 

  Striving for Sustainability: 2012 Growth by Design Study

  By Eliza DePardo, Dan Inveen  |  September 25, 2012

  Growth is the lifeblood of the independent advisory industry.

• 

  Smaller Pieces Make a Bigger Pie

  By Eliza DePardo, Dan Inveen  |  May 22, 2012

  Across all stages of development, better-performing advisory firms distribute equity more broadly among their team members.

• 

  Building a Talent Hothouse

  By Dan Inveen, Eliza DePardo  |  March 26, 2012

  With just two associate advisors available to replace every three lead advisors; creeping compensation costs for advisory positions; and woefully low levels of succession planning, the demand for top talent is outstripping supply.

• 

  Sounding the Alarm

  By Eliza DePardo, Dan Inveen  |  December 28, 2011

  Lately an advisor can rarely open a trade publication without coming across at least one article focusing on succession planning.

• 

  Endangered Supply

  By Eliza DePardo, Dan Inveen  |  August 24, 2011

  Recovery continues for financial advisory firms.

• 

  Define & Conquer—Marketing Strategically to Achieve Growth

  By Eliza DePardo, Dan Inveen  |  July 28, 2011

  In 2010, research and consulting firm FA Insight released The 2010 FA Insight Study of Advisory Firms: Growth by Design, exploring two fundamental leading indicators of firm growth: operations and marketing.

• 

  Growth by Design: How Marketing and Operations Shape Firm Growth—Slideshow

  By Eliza DePardo, Dan Inveen  |  July 27, 2011

  FA Insight and Investment Advisor co-sponsored this series of articles to highlight the importance of marketing and operations to a growing firm.

• 

  RIA Operations: Structure Capacity to Meet Demand

  By Eliza DePardo, Dan Inveen  |  April 1, 2011

  In February 2011, Borders Group, the second-largest bookstore chain in the United States, filed for bankruptcy.