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By Mike Patton |
May 24, 2012
In the final post in his series on what constitutes a healthy RIA firm, advisor Mike Patton considers the key role of a custodian in running your practice more efficiently.
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By Mike Patton |
May 21, 2012
The other issues regarding operations—notably compliance, budgeting, forecasting and business analysis—that are essential to running your RIA firm.
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By Mike Patton |
May 7, 2012
Your ops—including your CRM, rebalancing software, backup systems and more—are literally the backbone of your practice; here’s what I use, and why
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By Mike Patton |
April 30, 2012
In the fifth of a series of posts on what makes an advisory business healthy, advisor Mike Patton focuses on how to build trust and comfort with your new clients.
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By Mike Patton |
April 23, 2012
In the fourth of a series of posts on what makes an advisory business healthy, advisor Mike Patton focuses on the best way to make a good first impression with client prospects.
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By Mike Patton |
April 16, 2012
As part of a series on building a healthy advisory business, advisor Mike Patton asks you to think about marketing a little differently: what problem is your prospective client trying to solve?
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By Mike Patton |
April 9, 2012
The second in a series of blogs on what I consider the key points of success when starting and building an independent advisory practice. The focus of this blog: the basics of marketing.
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By Mike Patton |
April 1, 2012
As I celebrate my fifth anniversary of going independent, the first in a series of blogs on what I consider the key points of success when starting and building an independent advisory practice.