Building a Financial Practice with a Focus on Teaching
Most of us in the financial services industry don’t think of ourselves as educators. Sure, we’re ready to help our clients better understand how to invest, save, and budget, but not many of us put teaching at the core of our businesses — and we could be missing out. Ryan Ledden of Black Oak Asset […]
How to Go From a “Financial Professional” to “Business Owner”
How to make the leap from “financial professional” to “business owner” is a question we hear from a lot of financial professionals. Hiring a team means you can accomplish more than you could as a sole practitioner — you can service more clients, offload tasks you just don’t enjoy doing, and work with other high-performing professionals […]
How Financial Professionals Can Capitalize on Today’s Opportunity
Since Silver Oak was founded in 1999, the financial industry has changed drastically.
What Having the Flexibility & Support to Shape Your Own Experience Looks Like
There’s a myth in the broker-dealer industry that’s hindering many financial professionals from finding their best-fit broker-dealer.
Why Financial Professionals Get Lost at Behemoth Broker-Dealers
As the pace of mergers & acquisitions in the broker-dealer space accelerates, many financial professionals are scrambling to figure out their next move. While some are happy to join a larger firm, many find they don’t have access to support they need to thrive.
Making the Dream a Reality: 4 Reasons to Go Independent
The COVID-19 pandemic accelerated a change that was already in motion within the financial advice industry. As financial professionals seek the ability to work more flexibly and serve their clients the way they feel best, they’re increasingly turning to independence.
Advisory Firms Call Themselves A Lot of Different Things: We Call Ourselves the Firm of the Future
Financial professionals are stuck between a broker-dealer rock and the hard reality of independence.
