David Patchen

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  What Advisors Need to Know Before Going Independent

  By Marlene Y. Satter, AdvisorOne  |  September 25, 2012

  A webinar hosted by AdvisorOne presented guidance on how advisors can decide whether to break away—and if so, some of the essentials they should know to make it a successful move.

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  Advisors Going Independent: The Issues, the Costs, the Payoffs

  By James J. Green, AdvisorOne  |  September 19, 2012

  A Sept. 25 Web seminar featuring Tom Giachetti, Tim Welsh and David Patchen addresses the key issues for any advisor looking to 'break away' from a wirehouse, change broker-dealers or go completely independent as a RIA.

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  Experts’ Top Pearls of Wisdom on Practice Management

  By James J. Green, AdvisorOne  |  August 17, 2012

  This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.

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  Pursuing Practice Excellence — The Big Picture: Video

  By John Sullivan, Investment Advisor  |  August 17, 2012

  On June 13, four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.

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  Industry Leaders on Practice Management: Differentiation and Coaching

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.

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  Industry Leaders on Practice Management: Sales and Marketing

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.

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  Beyond the Buzzwords

  By John Sullivan, Investment Advisor  |  July 24, 2012

  “You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.

• The Next Step

  By Melanie Waddell, AdvisorOne  |  May 1, 2005

  When considering a transition from commissions to fees, the first question for planners is usually something along the lines of "How much money am I...