Ask Angie
Ask Angie is a practice management monthly column at Citywire. If you need her advice, just email AskAngie@citywireusa.com
What does the new career path look like for a new planner who wants to be an advisor? The financial advisor path used to be built on sales goals, but when the focus is planning and not necessarily immediate revenue generation, the path has to be rethought.
Should RIAs use Facebook and Instagram as part of their social media strategy?
What staff compensation models are working for the most successful and well-run RIAs? Flat salary? Flat with percentage of revenue? Entirely variable? We always feel like there’s no perfect formula.