Episode 17: How Does the Math Work?
Guest: Ben Bines, Senior Vice President, Network Development, Dynasty Financial Partners
Compensation matters…full stop…period. Understanding the economics of running an independent registered investment advisor is incredibly important. The benefit in this transition from an employee to an owner is the control. As an owner, the principals now control the decisions—how much to spend on real estate, marketing, and employee salaries.
With all of the misinformation in the marketplace, it is challenging to know what is fact and what is fiction. In today’s episode, we speak with the quantitative powerhouse Ben Bines. Ben will walk us through the most important financial considerations when choosing the independent path and common mistakes advisors make during this process. We’ll also spend some time dispelling myths around the cost of independence.
Independence Playbook Part 7: A Credible M&A Strategy
Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Independence Playbook Part 5: Move Beyond Antiquated Technology
Independence Playbook Part 4: Best Practices for Operations
Independence Playbook Part 3: Marketing YOUR New Brand
Independence Playbook Part 2: The New Transition Checklist
Independence Playbook Part 1: All Things Due Diligence
The Future of Wealth Management
How Great Leaders Combine Data and Instinct to Produce Results
Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison
How to Find and Keep the Best Talent within Your Organization
Inside the Deal Part 4: Integration
Inside the Deal Part 3: Closing
Inside the Deal Part 2: Execution
Inside the Deal Part 1: Deal Readiness
Improving Your Communication as a Leader
Trends in the Off-Shore Advisory Space
Hungry, Humble, Smart
What it means to be a "Schwabie" - Examining the Powerful Culture of Charles Schwab through the Stories of its People
Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor
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